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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
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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

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

Sun Life Financial sold out of A.O. Smith (AOS) in Q2 2021, closing a stake of 80 shares — an estimated $5K sold.

Sun Life Financial first reported a position in AOS in Q3 2017 and held it in 15 quarters. The position peaked at $64K in Q3 2017. 542 funds tracked by Wall St. Rank hold AOS as of Q2 2021.

  • Sun Life Financial reported no remaining A.O. Smith position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 80 A.O. Smith shares in Q2 2021, an estimated $5K.
  • Sun Life Financial first reported a position in A.O. Smith in Q3 2017 and held it in 15 quarters.
  • Sun Life Financial's A.O. Smith position peaked at $64K in Q3 2017.
  • 542 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2021.

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