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Sun Life Financial’s Franklin Resources BEN Stock Holding History

Sun Life Financial’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-9,199
Closed -$272K – 129
2021
Q1 		$272K Buy
9,199
+9,038
+5,614% +$247K 0.02% 103
2020
Q4 		$4K Buy
161
+4
+3% +$89 ﹤0.01% 478
2020
Q3 		$3K Sell
157
-27,447
-99% -$576K ﹤0.01% 482
2020
Q2 		$579K Buy
27,604
+54
+0.2% +$1.02K 0.11% 64
2020
Q1 		$460K Buy
27,550
+27,384
+16,496% +$629K 0.12% 61
2019
Q4 		$4K Sell
166
-66
-28% -$1.79K ﹤0.01% 434
2019
Q3 		$7K Sell
232
-6
-3% -$183 ﹤0.01% 557
2019
Q2 		$8K Sell
238
-264
-53% -$8.98K ﹤0.01% 538
2019
Q1 		$17K Sell
502
-5,993
-92% -$189K ﹤0.01% 533
2018
Q4 		$193K Sell
6,495
-1,703
-21% -$52.4K 0.04% 201
2018
Q3 		$249K Sell
8,198
-2,838
-26% -$91.4K 0.05% 198
2018
Q2 		$354K Buy
11,036
+10,626
+2,592% +$356K 0.05% 155
2018
Q1 		$11.8K Sell
410
-10,413
-96% -$423K 0.11% 93
2017
Q4 		$468K Sell
10,823
-1,695
-14% -$73.4K 0.05% 112
2017
Q3 		$557K Sell
12,518
-1,417
-10% -$62.1K 0.06% 127
2017
Q2 		$625K Buy
13,935
+13,927
+174,088% +$595K 0.07% 102
2017
Q1 		$187 Buy
8
+1
+14% +$41 ﹤0.01% 281
2016
Q4 		$188 Buy
+7
New +$262 ﹤0.01% 229

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Sun Life Financial sold out of Franklin Resources (BEN) in Q2 2021, closing a stake of 9,199 shares — an estimated $272K sold.

Sun Life Financial first reported a position in BEN in Q4 2016 and held it in 18 quarters. The position peaked at $625K in Q2 2017. 574 funds tracked by Wall St. Rank hold BEN as of Q2 2021.

  • Sun Life Financial reported no remaining Franklin Resources position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 9,199 Franklin Resources shares in Q2 2021, an estimated $272K.
  • Sun Life Financial first reported a position in Franklin Resources in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Franklin Resources position peaked at $625K in Q2 2017.
  • 574 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2021.

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