Sun Life Financial’s Cboe Global Markets CBOE Stock Holding History

Sun Life Financial’s Portfolio CBOE Stock Details CBOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-64	Closed	-$6K	–	144
2021 Q1	$6K	Hold	64	–	–	﹤0.01%	469
2020 Q4	$6K	Hold	64	–	–	﹤0.01%	446
2020 Q3	$6K	Sell	64 -2	-3%	-$180	﹤0.01%	425
2020 Q2	$6K	Sell	66 -1	-1%	-$98	﹤0.01%	372
2020 Q1	$6K	Buy	67 +1	+2%	+$112	﹤0.01%	331
2019 Q4	$8K	Sell	66 -26	-28%	-$3.05K	﹤0.01%	344
2019 Q3	$11K	Hold	92	–	–	﹤0.01%	484
2019 Q2	$10K	Sell	92 -99	-52%	-$10.3K	﹤0.01%	501
2019 Q1	$18K	Sell	191 -117	-38%	-$11.1K	﹤0.01%	525
2018 Q4	$30K	Hold	308	–	–	0.01%	492
2018 Q3	$30K	Buy	308 +3	+1%	+$302	0.01%	540
2018 Q2	$32K	Buy	305 +247	+426%	+$26.1K	﹤0.01%	523
2018 Q1	$512	Sell	58 -190	-77%	-$23.1K	﹤0.01%	430
2017 Q4	$31K	Sell	248 -581	-70%	-$68K	﹤0.01%	348
2017 Q3	$89K	Buy	829 +157	+23%	+$15.5K	0.01%	361
2017 Q2	$61K	Buy	672 +668	+16,700%	+$57K	0.01%	428
2017 Q1	$49	Buy	+4	New	+$313	﹤0.01%	504

Other funds holding CBOE

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

T. Rowe Price Associates

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

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

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

Janus Henderson Group

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return