Sun Life Financial’s ChampionX CHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,566	Closed	-$69K	–	485
2019 Q3	$69K	Buy	2,566 +14	+0.5%	+$409	0.02%	265
2019 Q2	$86K	Buy	+2,552	New	+$92.7K	0.02%	251

Other funds holding CHX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Sun Life Financial's CHX Position: Q4 2019 in Review

Sun Life Financial sold out of ChampionX (CHX) in Q4 2019, closing a stake of 2,566 shares — an estimated $69K sold.

Sun Life Financial first reported a position in CHX in Q2 2019 and held it in 2 quarters. The position peaked at $86K in Q2 2019. 313 funds tracked by Wall St. Rank hold CHX as of Q4 2019.

Sun Life Financial reported no remaining ChampionX position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 2,566 ChampionX shares in Q4 2019, an estimated $69K.
Sun Life Financial first reported a position in ChampionX in Q2 2019 and held it in 2 quarters.
Sun Life Financial's ChampionX position peaked at $86K in Q2 2019.
313 funds tracked by Wall St. Rank held ChampionX as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.