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Sun Life Financial’s Bank of America BAC Stock Holding History

Sun Life Financial’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,439
Closed -$172K – 123
2021
Q1 		$172K Sell
4,439
-64
-1% -$2.21K 0.01% 131
2020
Q4 		$136K Sell
4,503
-47
-1% -$1.26K 0.02% 128
2020
Q3 		$110K Buy
+4,550
New +$113K 0.02% 135
2017
Q2 		– Sell
-127
Closed -$5.4K – 568
2017
Q1 		$5.4K Buy
127
+7
+6% +$166 0.01% 77
2016
Q4 		$5.44K Buy
+120
New +$2.31K 0.06% 43
2016
Q2 		– Sell
-4,172
Closed -$56.4K – 124
2016
Q1 		$56.4K Buy
+4,172
New +$56.3K 0.11% 35
2014
Q3 		– Sell
-43,995
Closed -$676K – 87
2014
Q2 		$676K Hold
43,995
– – 0.07% 84
2014
Q1 		$757K Sell
43,995
-100,905
-70% -$1.7M 0.08% 90
2013
Q4 		$2.26M Sell
144,900
-25,527
-15% -$379K 0.2% 88
2013
Q3 		$2.35M Sell
170,427
-13,393
-7% -$191K 0.21% 87
2013
Q2 		$2.36M Buy
+183,820
New +$2.34M 0.2% 87

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sun Life Financial sold out of Bank of America (BAC) in Q2 2021, closing a stake of 4,439 shares — an estimated $172K sold.

Sun Life Financial first reported a position in BAC in Q2 2013 and held it in 11 quarters. The position peaked at $2.36M in Q2 2013. 2,488 funds tracked by Wall St. Rank hold BAC as of Q2 2021.

  • Sun Life Financial reported no remaining Bank of America position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 4,439 Bank of America shares in Q2 2021, an estimated $172K.
  • Sun Life Financial first reported a position in Bank of America in Q2 2013 and held it in 11 quarters.
  • Sun Life Financial's Bank of America position peaked at $2.36M in Q2 2013.
  • 2,488 funds tracked by Wall St. Rank held Bank of America as of Q2 2021.

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