Sun Life Financial’s Citrix Systems Inc CTXS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-74	Closed	-$10K	–	509
2021 Q1	$10K	Hold	74	–	–	﹤0.01%	404
2020 Q4	$10K	Hold	74	–	–	﹤0.01%	377
2020 Q3	$10K	Buy	74 +5	+7%	+$714	﹤0.01%	349
2020 Q2	$10K	Buy	69 +2	+3%	+$288	﹤0.01%	309
2020 Q1	$9K	Sell	67 -6	-8%	-$716	﹤0.01%	289
2019 Q4	$8K	Sell	73 -28	-28%	-$3.01K	﹤0.01%	369
2019 Q3	$10K	Hold	101	–	–	﹤0.01%	516
2019 Q2	$10K	Sell	101 -112	-53%	-$11K	﹤0.01%	509
2019 Q1	$21K	Sell	213 -141	-40%	-$14.6K	﹤0.01%	501
2018 Q4	$36K	Hold	354	–	–	0.01%	451
2018 Q3	$39K	Buy	354 +5	+1%	+$553	0.01%	492
2018 Q2	$37K	Buy	349 +294	+535%	+$30.3K	0.01%	492
2018 Q1	$588	Sell	55 -259	-82%	-$23.8K	0.01%	406
2017 Q4	$28K	Sell	314 -742	-70%	-$62.8K	﹤0.01%	379
2017 Q3	$81K	Sell	1,056 -42	-4%	-$3.26K	0.01%	386
2017 Q2	$87K	Buy	1,098 +1,091	+15,586%	+$90.4K	0.01%	367
2017 Q1	$84	Sell	7 -2	-22%	-$156	﹤0.01%	429
2016 Q4	$83	Buy	+9	New	+$622	﹤0.01%	386

Other funds holding CTXS

T. Rowe Price Associates

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

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

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

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Geode Capital Management

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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return