Sun Life Financial’s C.H. Robinson CHRW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-80	Closed	-$8K	–	154
2021 Q1	$8K	Sell	80 -1	-1%	-$93	﹤0.01%	427
2020 Q4	$8K	Hold	81	–	–	﹤0.01%	407
2020 Q3	$8K	Buy	81 +1	+1%	+$94	﹤0.01%	372
2020 Q2	$6K	Sell	80 -2	-2%	-$151	﹤0.01%	374
2020 Q1	$5K	Buy	82 +2	+3%	+$144	﹤0.01%	361
2019 Q4	$6K	Sell	80 -30	-27%	-$2.39K	﹤0.01%	392
2019 Q3	$9K	Sell	110 -1	-0.9%	-$84	﹤0.01%	522
2019 Q2	$9K	Sell	111 -122	-52%	-$10.3K	﹤0.01%	513
2019 Q1	$20K	Sell	233 -150	-39%	-$13.2K	﹤0.01%	504
2018 Q4	$32K	Buy	383 +3	+0.8%	+$269	0.01%	471
2018 Q3	$37K	Buy	380 +3	+0.8%	+$281	0.01%	508
2018 Q2	$32K	Buy	377 +317	+528%	+$28.3K	﹤0.01%	524
2018 Q1	$637	Sell	60 -245	-80%	-$22.6K	0.01%	396
2017 Q4	$27K	Sell	305 -727	-70%	-$59.3K	﹤0.01%	382
2017 Q3	$79K	Sell	1,032 -9	-0.9%	-$624	0.01%	391
2017 Q2	$72K	Buy	1,041 +1,035	+17,250%	+$73.3K	0.01%	404
2017 Q1	$76	Hold	6	–	–	﹤0.01%	452
2016 Q4	$76	Buy	+6	New	+$434	﹤0.01%	402

Other funds holding CHRW

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

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

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

T. Rowe Price Associates

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return