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Sun Life Financial’s Citigroup C Stock Holding History

Sun Life Financial’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,227
Closed -$89K – 140
2021
Q1 		$89K Sell
1,227
-6
-0.5% -$401 0.01% 147
2020
Q4 		$76K Sell
1,233
-12
-1% -$610 0.01% 146
2020
Q3 		$54K Sell
1,245
-69
-5% -$3.44K 0.01% 155
2020
Q2 		$67K Buy
1,314
+35
+3% +$1.66K 0.01% 138
2020
Q1 		$54K Sell
1,279
-59
-4% -$3.96K 0.01% 131
2019
Q4 		$107K Sell
1,338
-505
-27% -$37.3K 0.03% 118
2019
Q3 		$127K Sell
1,843
-46
-2% -$3.13K 0.03% 221
2019
Q2 		$132K Sell
1,889
-2,104
-53% -$141K 0.03% 216
2019
Q1 		$248K Sell
3,993
-2,967
-43% -$184K 0.05% 172
2018
Q4 		$362K Buy
6,960
+42
+0.6% +$2.66K 0.08% 134
2018
Q3 		$496K Buy
6,918
+12
+0.2% +$848 0.09% 125
2018
Q2 		$462K Buy
6,906
+6,114
+772% +$421K 0.07% 134
2018
Q1 		$11.7K Sell
792
-5,009
-86% -$377K 0.1% 95
2017
Q4 		$432K Sell
5,801
-14,241
-71% -$1.05M 0.04% 115
2017
Q3 		$1.46M Sell
20,042
-129
-0.6% -$8.81K 0.14% 58
2017
Q2 		$1.35M Buy
20,171
+20,082
+22,564% +$1.23M 0.14% 61
2017
Q1 		$1.49K Sell
89
-2
-2% -$118 ﹤0.01% 122
2016
Q4 		$1.53K Buy
+91
New +$4.91K 0.02% 77
2014
Q3 		– Sell
-7,757
Closed -$365K – 88
2014
Q2 		$365K Hold
7,757
– – 0.04% 89
2014
Q1 		$369K Sell
7,757
-17,790
-70% -$886K 0.04% 94
2013
Q4 		$1.33M Sell
25,547
-4,500
-15% -$228K 0.12% 93
2013
Q3 		$1.46M Sell
30,047
-2,361
-7% -$119K 0.13% 92
2013
Q2 		$1.55M Buy
+32,408
New +$1.56M 0.13% 90

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Sun Life Financial sold out of Citigroup (C) in Q2 2021, closing a stake of 1,227 shares — an estimated $89K sold.

Sun Life Financial first reported a position in C in Q2 2013 and held it in 23 quarters. The position peaked at $1.55M in Q2 2013. 1,707 funds tracked by Wall St. Rank hold C as of Q2 2021.

  • Sun Life Financial reported no remaining Citigroup position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 1,227 Citigroup shares in Q2 2021, an estimated $89K.
  • Sun Life Financial first reported a position in Citigroup in Q2 2013 and held it in 23 quarters.
  • Sun Life Financial's Citigroup position peaked at $1.55M in Q2 2013.
  • 1,707 funds tracked by Wall St. Rank held Citigroup as of Q2 2021.

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