SLF
CAI

Sun Life Financial’s CAI International, Inc. CAI Stock Holding History

Sun Life Financial’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-7,587
Closed -$188K – 626
2019
Q2 		$188K Hold
7,587
– – 0.05% 188
2019
Q1 		$176K Buy
7,587
+41
+0.5% +$984 0.04% 211
2018
Q4 		$175K Buy
7,546
+38
+0.5% +$865 0.04% 219
2018
Q3 		$172K Buy
7,508
+47
+0.6% +$1.15K 0.03% 258
2018
Q2 		$173K Buy
+7,461
New +$173K 0.02% 246

Other funds holding CAI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sun Life Financial's CAI Position: Q3 2019 in Review

Sun Life Financial sold out of CAI International, Inc. (CAI) in Q3 2019, closing a stake of 7,587 shares — an estimated $188K sold.

Sun Life Financial first reported a position in CAI in Q2 2018 and held it in 5 quarters. The position peaked at $188K in Q2 2019. 92 funds tracked by Wall St. Rank hold CAI as of Q3 2019.

  • Sun Life Financial reported no remaining CAI International, Inc. position as of Q3 2019 after selling out during the quarter.
  • Sun Life Financial sold 7,587 CAI International, Inc. shares in Q3 2019, an estimated $188K.
  • Sun Life Financial first reported a position in CAI International, Inc. in Q2 2018 and held it in 5 quarters.
  • Sun Life Financial's CAI International, Inc. position peaked at $188K in Q2 2019.
  • 92 funds tracked by Wall St. Rank held CAI International, Inc. as of Q3 2019.

Based on Sun Life Financial's 13F filing for Q3 2019, filed 13 Nov 2019.