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Sun Life Financial’s Broadcom AVGO Stock Holding History

Sun Life Financial’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,060
Closed -$281K – 118
2021
Q1 		$281K Sell
6,060
-1,720
-22% -$79.5K 0.02% 101
2020
Q4 		$341K Sell
7,780
-9,260
-54% -$361K 0.04% 74
2020
Q3 		$621K Buy
17,040
+14,680
+622% +$492K 0.1% 64
2020
Q2 		$74K Hold
2,360
– – 0.01% 133
2020
Q1 		$56K Buy
2,360
+10
+0.4% +$282 0.01% 130
2019
Q4 		$74K Sell
2,350
-910
-28% -$27.6K 0.02% 132
2019
Q3 		$90K Buy
3,260
+40
+1% +$1.14K 0.02% 247
2019
Q2 		$93K Sell
3,220
-3,540
-52% -$103K 0.02% 244
2019
Q1 		$203K Sell
6,760
-5,170
-43% -$140K 0.04% 198
2018
Q4 		$303K Buy
11,930
+90
+0.8% +$2.12K 0.06% 151
2018
Q3 		$292K Buy
11,840
+710
+6% +$15.9K 0.05% 178
2018
Q2 		$270K Buy
+11,130
New +$273K 0.04% 184

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sun Life Financial sold out of Broadcom (AVGO) in Q2 2021, closing a stake of 6,060 shares — an estimated $281K sold.

Sun Life Financial first reported a position in AVGO in Q2 2018 and held it in 12 quarters. The position peaked at $621K in Q3 2020. 1,722 funds tracked by Wall St. Rank hold AVGO as of Q2 2021.

  • Sun Life Financial reported no remaining Broadcom position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 6,060 Broadcom shares in Q2 2021, an estimated $281K.
  • Sun Life Financial first reported a position in Broadcom in Q2 2018 and held it in 12 quarters.
  • Sun Life Financial's Broadcom position peaked at $621K in Q3 2020.
  • 1,722 funds tracked by Wall St. Rank held Broadcom as of Q2 2021.

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