Sun Life Financial’s A.O. Smith AOS Stock Holding History

Sun Life Financial’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-80	Closed	-$5K	–	113
2021 Q1	$5K	Sell	80 -1	-1%	-$61	﹤0.01%	483
2020 Q4	$4K	Buy	81 +1	+1%	+$55	﹤0.01%	477
2020 Q3	$4K	Sell	80 -2	-2%	-$100	﹤0.01%	461
2020 Q2	$4K	Sell	82 -3	-4%	-$131	﹤0.01%	411
2020 Q1	$3K	Buy	85 +3	+4%	+$128	﹤0.01%	414
2019 Q4	$4K	Sell	82 -32	-28%	-$1.55K	﹤0.01%	433
2019 Q3	$5K	Sell	114 -1	-0.9%	-$46	﹤0.01%	581
2019 Q2	$5K	Sell	115 -125	-52%	-$6.13K	﹤0.01%	579
2019 Q1	$13K	Sell	240 -161	-40%	-$8K	﹤0.01%	566
2018 Q4	$17K	Buy	401 +2	+0.5%	+$92	﹤0.01%	574
2018 Q3	$21K	Buy	399 +6	+2%	+$352	﹤0.01%	585
2018 Q2	$23K	Buy	393 +351	+836%	+$22.1K	﹤0.01%	578
2018 Q1	$663	Sell	42 -277	-87%	-$17.9K	0.01%	389
2017 Q4	$20K	Sell	319 -763	-71%	-$46.3K	﹤0.01%	431
2017 Q3	$64K	Buy	+1,082	New	+$60.7K	0.01%	425

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return