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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Sun Life Financial sold out of Dow Inc (DOW) in Q2 2021, closing a stake of 5,186 shares — an estimated $332K sold.

Sun Life Financial first reported a position in DOW in Q2 2019 and held it in 8 quarters. The position peaked at $880K in Q3 2020. 1,404 funds tracked by Wall St. Rank hold DOW as of Q2 2021.

  • Sun Life Financial reported no remaining Dow Inc position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 5,186 Dow Inc shares in Q2 2021, an estimated $332K.
  • Sun Life Financial first reported a position in Dow Inc in Q2 2019 and held it in 8 quarters.
  • Sun Life Financial's Dow Inc position peaked at $880K in Q3 2020.
  • 1,404 funds tracked by Wall St. Rank held Dow Inc as of Q2 2021.

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