SLF
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Sun Life Financial’s Dominion Energy D Stock Holding History

Sun Life Financial’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,926
Closed -$298K – 180
2021
Q1 		$298K Buy
3,926
+1,053
+37% +$76.5K 0.03% 92
2020
Q4 		$216K Sell
2,873
-4,101
-59% -$326K 0.03% 111
2020
Q3 		$550K Sell
6,974
-2,550
-27% -$200K 0.09% 79
2020
Q2 		$773K Sell
9,524
-36
-0.4% -$2.89K 0.15% 48
2020
Q1 		$690K Sell
9,560
-308
-3% -$25.1K 0.17% 38
2019
Q4 		$817K Sell
9,868
-5,498
-36% -$449K 0.22% 41
2019
Q3 		$1.25M Buy
15,366
+6,457
+72% +$499K 0.32% 36
2019
Q2 		$689K Sell
8,909
-9,905
-53% -$755K 0.17% 58
2019
Q1 		$1.44M Sell
18,814
-3,645
-16% -$266K 0.32% 46
2018
Q4 		$1.6M Sell
22,459
-2,101
-9% -$154K 0.34% 40
2018
Q3 		$1.73M Buy
24,560
+3,259
+15% +$231K 0.31% 50
2018
Q2 		$1.45M Buy
21,301
+19,798
+1,317% +$1.29M 0.21% 69
2018
Q1 		$22.3K Sell
1,503
-17,522
-92% -$1.29M 0.2% 67
2017
Q4 		$1.54M Buy
19,025
+9,194
+94% +$745K 0.16% 63
2017
Q3 		$756K Buy
9,831
+2,529
+35% +$197K 0.07% 95
2017
Q2 		$560K Buy
7,302
+7,070
+3,047% +$556K 0.06% 114
2017
Q1 		$2.99K Buy
232
+27
+13% +$2.04K 0.01% 103
2016
Q4 		$2.68K Buy
+205
New +$15.1K 0.03% 69

Other funds holding D

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 D Position: Q2 2021 in Review

Sun Life Financial sold out of Dominion Energy (D) in Q2 2021, closing a stake of 3,926 shares — an estimated $298K sold.

Sun Life Financial first reported a position in D in Q4 2016 and held it in 18 quarters. The position peaked at $1.73M in Q3 2018. 1,433 funds tracked by Wall St. Rank hold D as of Q2 2021.

  • Sun Life Financial reported no remaining Dominion Energy position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 3,926 Dominion Energy shares in Q2 2021, an estimated $298K.
  • Sun Life Financial first reported a position in Dominion Energy in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Dominion Energy position peaked at $1.73M in Q3 2018.
  • 1,433 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

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