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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return