SLF
DRE

Sun Life Financial’s Duke Realty Corp. DRE Stock Holding History

Sun Life Financial’s Portfolio DRE Stock Details DRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-223
Closed -$9K – 508
2021
Q1 		$9K Buy
223
+3
+1% +$121 ﹤0.01% 425
2020
Q4 		$9K Sell
220
-1
-0.5% -$39 ﹤0.01% 404
2020
Q3 		$8K Buy
221
+3
+1% +$113 ﹤0.01% 396
2020
Q2 		$8K Sell
218
-3
-1% -$102 ﹤0.01% 346
2020
Q1 		$7K Buy
221
+8
+4% +$274 ﹤0.01% 329
2019
Q4 		$7K Sell
213
-79
-27% -$2.73K ﹤0.01% 389
2019
Q3 		$10K Buy
292
+2
+0.7% +$66 ﹤0.01% 515
2019
Q2 		$9K Sell
290
-322
-53% -$9.95K ﹤0.01% 533
2019
Q1 		$19K Sell
612
-376
-38% -$11K ﹤0.01% 522
2018
Q4 		$26K Buy
988
+6
+0.6% +$166 0.01% 531
2018
Q3 		$28K Buy
982
+14
+1% +$400 0.01% 559
2018
Q2 		$28K Buy
968
+925
+2,151% +$25.5K ﹤0.01% 549
2018
Q1 		$1.62K Sell
43
-737
-94% -$19K 0.01% 238
2017
Q4 		$21K Sell
780
-1,848
-70% -$52.6K ﹤0.01% 430
2017
Q3 		$76K Buy
+2,628
New +$75.7K 0.01% 403

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Sun Life Financial sold out of Duke Realty Corp. (DRE) in Q2 2021, closing a stake of 223 shares — an estimated $9K sold.

Sun Life Financial first reported a position in DRE in Q3 2017 and held it in 15 quarters. The position peaked at $76K in Q3 2017. 481 funds tracked by Wall St. Rank hold DRE as of Q2 2021.

  • Sun Life Financial reported no remaining Duke Realty Corp. position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 223 Duke Realty Corp. shares in Q2 2021, an estimated $9K.
  • Sun Life Financial first reported a position in Duke Realty Corp. in Q3 2017 and held it in 15 quarters.
  • Sun Life Financial's Duke Realty Corp. position peaked at $76K in Q3 2017.
  • 481 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q2 2021.

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