SLF
BNY

Sun Life Financial’s Bank of New York Mellon BNY Stock Holding History

Sun Life Financial’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,499
Closed -$128K – 82
2021
Q2 		$128K Sell
2,499
-1,492
-37% -$74.6K 0.01% 71
2021
Q1 		$189K Sell
3,991
-6,827
-63% -$300K 0.02% 128
2020
Q4 		$459K Sell
10,818
-780
-7% -$30K 0.06% 61
2020
Q3 		$398K Buy
+11,598
New +$422K 0.06% 104
2017
Q2 		– Sell
-26
Closed -$560 – 575
2017
Q1 		$560 Sell
26
-1
-4% -$47 ﹤0.01% 163
2016
Q4 		$569 Buy
+27
New +$1.22K 0.01% 111

Other funds holding BNY

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Sun Life Financial's BNY Position: Q3 2021 in Review

Sun Life Financial sold out of Bank of New York Mellon (BNY) in Q3 2021, closing a stake of 2,499 shares — an estimated $128K sold.

Sun Life Financial first reported a position in BNY in Q4 2016 and held it in 6 quarters. The position peaked at $459K in Q4 2020. 1,052 funds tracked by Wall St. Rank hold BNY as of Q3 2021.

  • Sun Life Financial reported no remaining Bank of New York Mellon position as of Q3 2021 after selling out during the quarter.
  • Sun Life Financial sold 2,499 Bank of New York Mellon shares in Q3 2021, an estimated $128K.
  • Sun Life Financial first reported a position in Bank of New York Mellon in Q4 2016 and held it in 6 quarters.
  • Sun Life Financial's Bank of New York Mellon position peaked at $459K in Q4 2020.
  • 1,052 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2021.

Based on Sun Life Financial's 13F filing for Q3 2021, filed 12 Nov 2021.