SLF
AMZN icon

Sun Life Financial’s Amazon AMZN Stock Holding History

Sun Life Financial’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,060
Closed -$783K – 110
2021
Q1 		$783K Hold
5,060
– – 0.07% 47
2020
Q4 		$824K Sell
5,060
-120
-2% -$19.1K 0.11% 44
2020
Q3 		$816K Buy
+5,180
New +$817K 0.13% 46
2017
Q2 		– Sell
-3,780
Closed -$213 – 557
2017
Q1 		$213 Buy
3,780
+620
+20% +$25.8K ﹤0.01% 261
2016
Q4 		$211 Buy
+3,160
New +$124K ﹤0.01% 214

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sun Life Financial sold out of Amazon (AMZN) in Q2 2021, closing a stake of 5,060 shares — an estimated $783K sold.

Sun Life Financial first reported a position in AMZN in Q4 2016 and held it in 5 quarters. The position peaked at $824K in Q4 2020. 3,764 funds tracked by Wall St. Rank hold AMZN as of Q2 2021.

  • Sun Life Financial reported no remaining Amazon position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 5,060 Amazon shares in Q2 2021, an estimated $783K.
  • Sun Life Financial first reported a position in Amazon in Q4 2016 and held it in 5 quarters.
  • Sun Life Financial's Amazon position peaked at $824K in Q4 2020.
  • 3,764 funds tracked by Wall St. Rank held Amazon as of Q2 2021.

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