Sun Life Financial’s GrafTech EAF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-84,153	Closed	-$319K	–	38
2025 Q2	$319K	Hold	84,153	–	–	0.02%	36
2025 Q1	$285K	Hold	84,153	–	–	0.02%	31
2024 Q4	$568K	Hold	84,153	–	–	0.03%	33
2024 Q3	$420K	Hold	84,153	–	–	0.02%	33
2024 Q2	$318K	Hold	84,153	–	–	0.02%	29
2024 Q1	$456K	Hold	84,153	–	–	0.03%	32
2023 Q4	$719K	Buy	+84,153	New	+$2.38M	0.04%	23

Other funds holding EAF

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sun Life Financial's EAF Position: Q3 2025 in Review

Sun Life Financial sold out of GrafTech (EAF) in Q3 2025, closing a stake of 84,153 shares — an estimated $319K sold.

Sun Life Financial first reported a position in EAF in Q4 2023 and held it in 7 quarters. The position peaked at $719K in Q4 2023. 87 funds tracked by Wall St. Rank hold EAF as of Q3 2025.

Sun Life Financial reported no remaining GrafTech position as of Q3 2025 after selling out during the quarter.
Sun Life Financial sold 84,153 GrafTech shares in Q3 2025, an estimated $319K.
Sun Life Financial first reported a position in GrafTech in Q4 2023 and held it in 7 quarters.
Sun Life Financial's GrafTech position peaked at $719K in Q4 2023.
87 funds tracked by Wall St. Rank held GrafTech as of Q3 2025.

Based on Sun Life Financial's 13F filing for Q3 2025, filed 10 Nov 2025.