SLF
CSOD

Sun Life Financial’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Sun Life Financial’s Portfolio CSOD Stock Details CSOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-9,386
Closed -$515K – 610
2019
Q3 		$515K Buy
9,386
+53
+0.6% +$2.98K 0.13% 95
2019
Q2 		$541K Hold
9,333
– – 0.14% 82
2019
Q1 		$511K Buy
9,333
+1,660
+22% +$91.8K 0.11% 108
2018
Q4 		$387K Buy
7,673
+4,124
+116% +$209K 0.08% 125
2018
Q3 		$201K Buy
3,549
+22
+0.6% +$1.19K 0.04% 237
2018
Q2 		$167K Buy
+3,527
New +$165K 0.02% 252

Other funds holding CSOD

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sun Life Financial sold out of Cornerstone OnDemand, Inc. (CSOD) in Q4 2019, closing a stake of 9,386 shares — an estimated $515K sold.

Sun Life Financial first reported a position in CSOD in Q2 2018 and held it in 6 quarters. The position peaked at $541K in Q2 2019. 215 funds tracked by Wall St. Rank hold CSOD as of Q4 2019.

  • Sun Life Financial reported no remaining Cornerstone OnDemand, Inc. position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 9,386 Cornerstone OnDemand, Inc. shares in Q4 2019, an estimated $515K.
  • Sun Life Financial first reported a position in Cornerstone OnDemand, Inc. in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Cornerstone OnDemand, Inc. position peaked at $541K in Q2 2019.
  • 215 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q4 2019.

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