SLF
CDW icon

Sun Life Financial’s CDW CDW Stock Holding History

Sun Life Financial’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-84
Closed -$14K – 149
2021
Q1 		$14K Sell
84
-1
-1% -$149 ﹤0.01% 326
2020
Q4 		$11K Hold
85
– – ﹤0.01% 346
2020
Q3 		$10K Sell
85
-1
-1% -$114 ﹤0.01% 338
2020
Q2 		$10K Hold
86
– – ﹤0.01% 295
2020
Q1 		$8K Buy
86
+1
+1% +$122 ﹤0.01% 292
2019
Q4 		$12K Sell
85
-33
-28% -$4.37K ﹤0.01% 288
2019
Q3 		$15K Buy
+118
New +$13.5K ﹤0.01% 439

Other funds holding CDW

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sun Life Financial sold out of CDW (CDW) in Q2 2021, closing a stake of 84 shares — an estimated $14K sold.

Sun Life Financial first reported a position in CDW in Q3 2019 and held it in 7 quarters. The position peaked at $15K in Q3 2019. 720 funds tracked by Wall St. Rank hold CDW as of Q2 2021.

  • Sun Life Financial reported no remaining CDW position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 84 CDW shares in Q2 2021, an estimated $14K.
  • Sun Life Financial first reported a position in CDW in Q3 2019 and held it in 7 quarters.
  • Sun Life Financial's CDW position peaked at $15K in Q3 2019.
  • 720 funds tracked by Wall St. Rank held CDW as of Q2 2021.

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