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Sun Life Financial’s Broadridge BR Stock Holding History

Sun Life Financial’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-69
Closed -$11K – 137
2021
Q1 		$11K Hold
69
– – ﹤0.01% 371
2020
Q4 		$11K Hold
69
– – ﹤0.01% 344
2020
Q3 		$9K Buy
69
+1
+1% +$134 ﹤0.01% 350
2020
Q2 		$9K Sell
68
-1
-1% -$116 ﹤0.01% 311
2020
Q1 		$7K Buy
69
+1
+1% +$114 ﹤0.01% 308
2019
Q4 		$8K Sell
68
-26
-28% -$3.18K ﹤0.01% 343
2019
Q3 		$12K Buy
94
+1
+1% +$129 ﹤0.01% 469
2019
Q2 		$12K Sell
93
-103
-53% -$12.4K ﹤0.01% 462
2019
Q1 		$20K Sell
196
-124
-39% -$12.4K ﹤0.01% 503
2018
Q4 		$31K Hold
320
– – 0.01% 482
2018
Q3 		$42K Buy
320
+1
+0.3% +$127 0.01% 473
2018
Q2 		$37K Buy
+319
New +$36K 0.01% 487

Other funds holding BR

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Sun Life Financial sold out of Broadridge (BR) in Q2 2021, closing a stake of 69 shares — an estimated $11K sold.

Sun Life Financial first reported a position in BR in Q2 2018 and held it in 12 quarters. The position peaked at $42K in Q3 2018. 785 funds tracked by Wall St. Rank hold BR as of Q2 2021.

  • Sun Life Financial reported no remaining Broadridge position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 69 Broadridge shares in Q2 2021, an estimated $11K.
  • Sun Life Financial first reported a position in Broadridge in Q2 2018 and held it in 12 quarters.
  • Sun Life Financial's Broadridge position peaked at $42K in Q3 2018.
  • 785 funds tracked by Wall St. Rank held Broadridge as of Q2 2021.

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