Sun Life Financial’s Box BOX Stock Holding History

Sun Life Financial’s Portfolio BOX Stock Details BOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-5,352	Closed	-$89K	–	478
2019 Q3	$89K	Buy	5,352 +30	+0.6%	+$481	0.02%	249
2019 Q2	$94K	Buy	+5,322	New	+$102K	0.02%	239

Other funds holding BOX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sun Life Financial's BOX Position: Q4 2019 in Review

Sun Life Financial sold out of Box (BOX) in Q4 2019, closing a stake of 5,352 shares — an estimated $89K sold.

Sun Life Financial first reported a position in BOX in Q2 2019 and held it in 2 quarters. The position peaked at $94K in Q2 2019. 250 funds tracked by Wall St. Rank hold BOX as of Q4 2019.

Sun Life Financial reported no remaining Box position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 5,352 Box shares in Q4 2019, an estimated $89K.
Sun Life Financial first reported a position in Box in Q2 2019 and held it in 2 quarters.
Sun Life Financial's Box position peaked at $94K in Q2 2019.
250 funds tracked by Wall St. Rank held Box as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.