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Sun Life Financial’s American Tower AMT Stock Holding History

Sun Life Financial’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-270
Closed -$65K – 109
2021
Q1 		$65K Buy
270
+7
+3% +$1.56K 0.01% 163
2020
Q4 		$59K Sell
263
-2
-0.8% -$465 0.01% 155
2020
Q3 		$64K Buy
265
+2
+0.8% +$507 0.01% 148
2020
Q2 		$68K Sell
263
-2
-0.8% -$495 0.01% 137
2020
Q1 		$58K Buy
265
+4
+2% +$931 0.01% 127
2019
Q4 		$60K Sell
261
-101
-28% -$22K 0.02% 137
2019
Q3 		$80K Buy
362
+5
+1% +$1.09K 0.02% 254
2019
Q2 		$73K Sell
357
-394
-52% -$79.2K 0.02% 262
2019
Q1 		$148K Sell
751
-466
-38% -$81.7K 0.03% 229
2018
Q4 		$193K Buy
1,217
+4
+0.3% +$625 0.04% 200
2018
Q3 		$176K Buy
1,213
+16
+1% +$2.35K 0.03% 249
2018
Q2 		$173K Buy
1,197
+906
+311% +$126K 0.02% 245
2018
Q1 		$2K Sell
291
-647
-69% -$91.1K 0.02% 214
2017
Q4 		$134K Sell
938
-2,233
-70% -$319K 0.01% 175
2017
Q3 		$433K Buy
3,171
+51
+2% +$7.1K 0.04% 152
2017
Q2 		$413K Buy
3,120
+3,092
+11,043% +$396K 0.04% 139
2017
Q1 		$230 Buy
+28
New +$3.08K ﹤0.01% 254

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sun Life Financial's AMT Position: Q2 2021 in Review

Sun Life Financial sold out of American Tower (AMT) in Q2 2021, closing a stake of 270 shares — an estimated $65K sold.

Sun Life Financial first reported a position in AMT in Q1 2017 and held it in 17 quarters. The position peaked at $433K in Q3 2017. 1,650 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • Sun Life Financial reported no remaining American Tower position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 270 American Tower shares in Q2 2021, an estimated $65K.
  • Sun Life Financial first reported a position in American Tower in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's American Tower position peaked at $433K in Q3 2017.
  • 1,650 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.