Sun Life Financial’s Dow Inc DOW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5,186	Closed	-$332K	–	194
2021 Q1	$332K	Sell	5,186 -2,013	-28%	-$120K	0.03%	86
2020 Q4	$400K	Sell	7,199 -11,507	-62%	-$594K	0.05%	65
2020 Q3	$880K	Buy	18,706 +18,264	+4,132%	+$820K	0.14%	41
2020 Q2	$18K	Buy	442 +3	+0.7%	+$110	﹤0.01%	216
2020 Q1	$13K	Sell	439 -3	-0.7%	-$128	﹤0.01%	229
2019 Q4	$24K	Sell	442 -169	-28%	-$8.73K	0.01%	205
2019 Q3	$29K	Buy	611 +5	+0.8%	+$234	0.01%	348
2019 Q2	$30K	Buy	+606	New	+$32K	0.01%	338

Other funds holding DOW

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return