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Sun Life Financial’s Boeing BA Stock Holding History

Sun Life Financial’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-318
Closed -$81K – 122
2021
Q1 		$81K Buy
318
+2
+0.6% +$445 0.01% 154
2020
Q4 		$68K Sell
316
-1
-0.3% -$192 0.01% 150
2020
Q3 		$52K Buy
+317
New +$54K 0.01% 156
2017
Q2 		– Sell
-54
Closed -$307 – 567
2017
Q1 		$307 Sell
54
-186
-78% -$31.7K ﹤0.01% 218
2016
Q4 		$1.54K Sell
240
-1,339
-85% -$196K 0.02% 76
2016
Q3 		$208K Sell
1,579
-2,309
-59% -$304K 0.03% 65
2016
Q2 		$505K Sell
3,888
-2,410
-38% -$314K 0.06% 78
2016
Q1 		$799 Sell
6,298
-2,289
-27% -$284K ﹤0.01% 118
2015
Q4 		$1.24M Sell
8,587
-2,782
-24% -$401K 0.17% 55
2015
Q3 		$1.49M Sell
11,369
-6,273
-36% -$870K 0.32% 47
2015
Q2 		$2.45M Hold
17,642
– – 0.26% 53
2015
Q1 		$2.65M Sell
17,642
-3,835
-18% -$558K 0.27% 47
2014
Q4 		$2.79M Sell
21,477
-3,012
-12% -$382K 0.29% 54
2014
Q3 		$3.12M Sell
24,489
-4,896
-17% -$617K 0.33% 53
2014
Q2 		$3.74M Sell
29,385
-2,899
-9% -$378K 0.39% 47
2014
Q1 		$4.05M Sell
32,284
-15,565
-33% -$2.03M 0.41% 52
2013
Q4 		$6.53M Sell
47,849
-13,926
-23% -$1.81M 0.58% 41
2013
Q3 		$7.26M Sell
61,775
-3,670
-6% -$395K 0.65% 37
2013
Q2 		$6.7M Buy
+65,445
New +$6.22M 0.56% 50

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sun Life Financial sold out of Boeing (BA) in Q2 2021, closing a stake of 318 shares — an estimated $81K sold.

Sun Life Financial first reported a position in BA in Q2 2013 and held it in 19 quarters. The position peaked at $7.26M in Q3 2013. 2,115 funds tracked by Wall St. Rank hold BA as of Q2 2021.

  • Sun Life Financial reported no remaining Boeing position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 318 Boeing shares in Q2 2021, an estimated $81K.
  • Sun Life Financial first reported a position in Boeing in Q2 2013 and held it in 19 quarters.
  • Sun Life Financial's Boeing position peaked at $7.26M in Q3 2013.
  • 2,115 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

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