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Sun Life Financial’s Popular Inc BPOP Stock Holding History

Sun Life Financial’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,650
Closed -$251K – 479
2019
Q3 		$251K Buy
4,650
+26
+0.6% +$1.41K 0.06% 164
2019
Q2 		$251K Hold
4,624
– – 0.06% 158
2019
Q1 		$241K Buy
4,624
+25
+0.5% +$1.33K 0.05% 175
2018
Q4 		$217K Buy
4,599
+23
+0.5% +$1.19K 0.05% 180
2018
Q3 		$235K Buy
4,576
+28
+0.6% +$1.4K 0.04% 207
2018
Q2 		$206K Buy
+4,548
New +$208K 0.03% 219

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

Sun Life Financial sold out of Popular Inc (BPOP) in Q4 2019, closing a stake of 4,650 shares — an estimated $251K sold.

Sun Life Financial first reported a position in BPOP in Q2 2018 and held it in 6 quarters. The position peaked at $251K in Q3 2019. 293 funds tracked by Wall St. Rank hold BPOP as of Q4 2019.

  • Sun Life Financial reported no remaining Popular Inc position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 4,650 Popular Inc shares in Q4 2019, an estimated $251K.
  • Sun Life Financial first reported a position in Popular Inc in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Popular Inc position peaked at $251K in Q3 2019.
  • 293 funds tracked by Wall St. Rank held Popular Inc as of Q4 2019.

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