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Sun Life Financial’s CSX Corp CSX Stock Holding History

Sun Life Financial’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,347
Closed -$43K – 174
2021
Q1 		$43K Sell
1,347
-12
-0.9% -$366 ﹤0.01% 189
2020
Q4 		$41K Sell
1,359
-9
-0.7% -$259 0.01% 180
2020
Q3 		$35K Sell
1,368
-15
-1% -$370 0.01% 185
2020
Q2 		$32K Buy
1,383
+12
+0.9% +$265 0.01% 172
2020
Q1 		$26K Sell
1,371
-42
-3% -$981 0.01% 170
2019
Q4 		$34K Sell
1,413
-546
-28% -$12.9K 0.01% 168
2019
Q3 		$45K Buy
1,959
+84
+4% +$1.96K 0.01% 299
2019
Q2 		$48K Sell
1,875
-2,082
-53% -$53.6K 0.01% 292
2019
Q1 		$99K Sell
3,957
-2,796
-41% -$64.7K 0.02% 271
2018
Q4 		$140K Buy
6,753
+39
+0.6% +$897 0.03% 244
2018
Q3 		$166K Sell
6,714
-405
-6% -$9.65K 0.03% 263
2018
Q2 		$151K Buy
7,119
+6,441
+950% +$133K 0.02% 265
2018
Q1 		$4.05K Sell
678
-5,184
-88% -$96.9K 0.04% 152
2017
Q4 		$107K Sell
5,862
-14,310
-71% -$253K 0.01% 188
2017
Q3 		$365K Sell
20,172
-135
-0.7% -$2.32K 0.04% 166
2017
Q2 		$369K Buy
20,307
+20,238
+29,330% +$347K 0.04% 153
2017
Q1 		$501 Buy
69
+15
+28% +$229 ﹤0.01% 173
2016
Q4 		$502 Buy
+54
New +$605 0.01% 123

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sun Life Financial sold out of CSX Corp (CSX) in Q2 2021, closing a stake of 1,347 shares — an estimated $43K sold.

Sun Life Financial first reported a position in CSX in Q4 2016 and held it in 18 quarters. The position peaked at $369K in Q2 2017. 1,377 funds tracked by Wall St. Rank hold CSX as of Q2 2021.

  • Sun Life Financial reported no remaining CSX Corp position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 1,347 CSX Corp shares in Q2 2021, an estimated $43K.
  • Sun Life Financial first reported a position in CSX Corp in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's CSX Corp position peaked at $369K in Q2 2017.
  • 1,377 funds tracked by Wall St. Rank held CSX Corp as of Q2 2021.

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