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Sun Life Financial’s American Express AXP Stock Holding History

Sun Life Financial’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,540
Closed -$582K – 36
2023
Q1 		$582K Hold
3,540
– – 0.04% 45
2022
Q4 		$526K Sell
3,540
-155
-4% -$23K 0.04% 46
2022
Q3 		$498K Sell
3,695
-724
-16% -$110K 0.04% 49
2022
Q2 		$614K Sell
4,419
-184
-4% -$30.4K 0.05% 48
2022
Q1 		$858K Sell
4,603
-421
-8% -$76K 0.04% 52
2021
Q4 		$821K Buy
5,024
+273
+6% +$46.6K 0.03% 59
2021
Q3 		$795K Buy
4,751
+1,044
+28% +$175K 0.05% 53
2021
Q2 		$613K Sell
3,707
-490
-12% -$76.7K 0.03% 49
2021
Q1 		$593K Sell
4,197
-58
-1% -$7.66K 0.05% 55
2020
Q4 		$514K Sell
4,255
-307
-7% -$34K 0.07% 55
2020
Q3 		$457K Buy
+4,562
New +$449K 0.07% 92
2017
Q2 		– Sell
-32
Closed -$409 – 565
2017
Q1 		$409 Buy
32
+1
+3% +$78 ﹤0.01% 194
2016
Q4 		$413 Buy
+31
New +$2.15K ﹤0.01% 139

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sun Life Financial's AXP Position: Q2 2023 in Review

Sun Life Financial sold out of American Express (AXP) in Q2 2023, closing a stake of 3,540 shares — an estimated $582K sold.

Sun Life Financial first reported a position in AXP in Q4 2016 and held it in 13 quarters. The position peaked at $858K in Q1 2022. 2,043 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

  • Sun Life Financial reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
  • Sun Life Financial sold 3,540 American Express shares in Q2 2023, an estimated $582K.
  • Sun Life Financial first reported a position in American Express in Q4 2016 and held it in 13 quarters.
  • Sun Life Financial's American Express position peaked at $858K in Q1 2022.
  • 2,043 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Sun Life Financial's 13F filing for Q2 2023, filed 11 Aug 2023.