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Sun Life Financial’s Best Buy BBY Stock Holding History

Sun Life Financial’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-139
Closed -$16K – 127
2021
Q1 		$16K Buy
139
+2
+1% +$224 ﹤0.01% 309
2020
Q4 		$14K Buy
137
+1
+0.7% +$112 ﹤0.01% 308
2020
Q3 		$15K Buy
+136
New +$13.9K ﹤0.01% 275
2017
Q2 		– Sell
-7
Closed -$146 – 572
2017
Q1 		$146 Buy
7
+1
+17% +$45 ﹤0.01% 330
2016
Q4 		$146 Buy
+6
New +$255 ﹤0.01% 284

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return