SLF
COF icon

Sun Life Financial’s Capital One COF Stock Holding History

Sun Life Financial’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-268
Closed -$34K – 166
2021
Q1 		$34K Sell
268
-3
-1% -$353 ﹤0.01% 205
2020
Q4 		$27K Sell
271
-1
-0.4% -$85 ﹤0.01% 215
2020
Q3 		$20K Sell
272
-7
-3% -$468 ﹤0.01% 236
2020
Q2 		$17K Buy
279
+5
+2% +$311 ﹤0.01% 221
2020
Q1 		$14K Sell
274
-4
-1% -$352 ﹤0.01% 215
2019
Q4 		$29K Sell
278
-108
-28% -$10.4K 0.01% 180
2019
Q3 		$35K Buy
386
+7
+2% +$629 0.01% 333
2019
Q2 		$34K Sell
379
-417
-52% -$37.3K 0.01% 328
2019
Q1 		$65K Sell
796
-525
-40% -$42.7K 0.01% 322
2018
Q4 		$100K Sell
1,321
-1
-0.1% -$87 0.02% 294
2018
Q3 		$125K Buy
1,322
+5
+0.4% +$486 0.02% 304
2018
Q2 		$121K Buy
1,317
+1,104
+518% +$104K 0.02% 295
2018
Q1 		$2.22K Sell
213
-850
-80% -$84.6K 0.02% 206
2017
Q4 		$106K Sell
1,063
-2,484
-70% -$227K 0.01% 191
2017
Q3 		$300K Buy
3,547
+10
+0.3% +$824 0.03% 179
2017
Q2 		$292K Buy
3,537
+3,515
+15,977% +$286K 0.03% 173
2017
Q1 		$259 Sell
22
-1
-4% -$89 ﹤0.01% 240
2016
Q4 		$260 Buy
+23
New +$1.85K ﹤0.01% 187

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return