SLF
CTXS

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 Buy
+7
New +$546 ﹤0.01% 429

Other funds holding CTXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Sun Life Financial sold out of Citrix Systems Inc (CTXS) in Q2 2021, closing a stake of 74 shares — an estimated $10K sold.

Sun Life Financial first reported a position in CTXS in Q1 2017 and held it in 17 quarters. The position peaked at $87K in Q2 2017. 636 funds tracked by Wall St. Rank hold CTXS as of Q2 2021.

  • Sun Life Financial reported no remaining Citrix Systems Inc position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 74 Citrix Systems Inc shares in Q2 2021, an estimated $10K.
  • Sun Life Financial first reported a position in Citrix Systems Inc in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Citrix Systems Inc position peaked at $87K in Q2 2017.
  • 636 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2021.

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