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Sun Life Financial’s Citizens Financial Group CFG Stock Holding History

Sun Life Financial’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-248
Closed -$11K – 152
2021
Q1 		$11K Sell
248
-4
-2% -$166 ﹤0.01% 373
2020
Q4 		$9K Buy
252
+1
+0.4% +$31 ﹤0.01% 383
2020
Q3 		$6K Sell
251
-8
-3% -$203 ﹤0.01% 426
2020
Q2 		$7K Sell
259
-1
-0.4% -$23 ﹤0.01% 349
2020
Q1 		$5K Sell
260
-4
-2% -$131 ﹤0.01% 360
2019
Q4 		$11K Sell
264
-103
-28% -$3.85K ﹤0.01% 298
2019
Q3 		$13K Sell
367
-3
-0.8% -$105 ﹤0.01% 458
2019
Q2 		$13K Sell
370
-414
-53% -$14.4K ﹤0.01% 453
2019
Q1 		$25K Sell
784
-532
-40% -$18.4K 0.01% 455
2018
Q4 		$39K Buy
1,316
+1
+0.1% +$35 0.01% 429
2018
Q3 		$51K Buy
1,315
+3
+0.2% +$121 0.01% 434
2018
Q2 		$51K Buy
1,312
+1,218
+1,296% +$50.7K 0.01% 424
2018
Q1 		$2.23K Sell
94
-988
-91% -$44.4K 0.02% 204
2017
Q4 		$45K Sell
1,082
-2,602
-71% -$102K ﹤0.01% 288
2017
Q3 		$140K Sell
3,684
-39
-1% -$1.36K 0.01% 291
2017
Q2 		$133K Buy
3,723
+3,714
+41,267% +$132K 0.01% 288
2017
Q1 		$274 Buy
+9
New +$328 ﹤0.01% 227

Other funds holding CFG

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Sun Life Financial sold out of Citizens Financial Group (CFG) in Q2 2021, closing a stake of 248 shares — an estimated $11K sold.

Sun Life Financial first reported a position in CFG in Q1 2017 and held it in 17 quarters. The position peaked at $140K in Q3 2017. 695 funds tracked by Wall St. Rank hold CFG as of Q2 2021.

  • Sun Life Financial reported no remaining Citizens Financial Group position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 248 Citizens Financial Group shares in Q2 2021, an estimated $11K.
  • Sun Life Financial first reported a position in Citizens Financial Group in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Citizens Financial Group position peaked at $140K in Q3 2017.
  • 695 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2021.

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