SLF
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Sun Life Financial’s CBRE Group CBRE Stock Holding History

Sun Life Financial’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-199
Closed -$16K – 145
2021
Q1 		$16K Hold
199
– – ﹤0.01% 310
2020
Q4 		$12K Sell
199
-2
-1% -$113 ﹤0.01% 328
2020
Q3 		$9K Hold
201
– – ﹤0.01% 351
2020
Q2 		$9K Buy
201
+4
+2% +$173 ﹤0.01% 313
2020
Q1 		$7K Sell
197
-2
-1% -$111 ﹤0.01% 309
2019
Q4 		$12K Sell
199
-74
-27% -$4.1K ﹤0.01% 287
2019
Q3 		$14K Buy
273
+20
+8% +$1.05K ﹤0.01% 451
2019
Q2 		$13K Sell
253
-278
-52% -$13.8K ﹤0.01% 452
2019
Q1 		$26K Sell
531
-343
-39% -$16.1K 0.01% 449
2018
Q4 		$35K Buy
874
+9
+1% +$372 0.01% 452
2018
Q3 		$38K Buy
865
+46
+6% +$2.19K 0.01% 494
2018
Q2 		$39K Buy
819
+754
+1,160% +$35.7K 0.01% 469
2018
Q1 		$1.38K Sell
65
-598
-90% -$27.2K 0.01% 269
2017
Q4 		$29K Sell
663
-1,554
-70% -$64.4K ﹤0.01% 362
2017
Q3 		$84K Buy
2,217
+17
+0.8% +$625 0.01% 373
2017
Q2 		$80K Buy
2,200
+2,194
+36,567% +$76.3K 0.01% 376
2017
Q1 		$162 Buy
+6
New +$201 ﹤0.01% 308

Other funds holding CBRE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sun Life Financial sold out of CBRE Group (CBRE) in Q2 2021, closing a stake of 199 shares — an estimated $16K sold.

Sun Life Financial first reported a position in CBRE in Q1 2017 and held it in 17 quarters. The position peaked at $84K in Q3 2017. 670 funds tracked by Wall St. Rank hold CBRE as of Q2 2021.

  • Sun Life Financial reported no remaining CBRE Group position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 199 CBRE Group shares in Q2 2021, an estimated $16K.
  • Sun Life Financial first reported a position in CBRE Group in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's CBRE Group position peaked at $84K in Q3 2017.
  • 670 funds tracked by Wall St. Rank held CBRE Group as of Q2 2021.

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