SLF
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Sun Life Financial’s Consolidated Edison ED Stock Holding History

Sun Life Financial’s Portfolio ED Stock Details ED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,534
Closed -$264K – 205
2021
Q1 		$264K Buy
3,534
+1,005
+40% +$70.7K 0.02% 106
2020
Q4 		$183K Sell
2,529
-3,957
-61% -$307K 0.02% 119
2020
Q3 		$505K Buy
6,486
+253
+4% +$18.7K 0.08% 83
2020
Q2 		$448K Sell
6,233
-21
-0.3% -$1.61K 0.09% 88
2020
Q1 		$488K Buy
6,254
+6,058
+3,091% +$531K 0.12% 58
2019
Q4 		$18K Sell
196
-74
-27% -$6.63K ﹤0.01% 225
2019
Q3 		$26K Sell
270
-5,882
-96% -$522K 0.01% 364
2019
Q2 		$539K Sell
6,152
-6,829
-53% -$588K 0.14% 84
2019
Q1 		$1.1M Buy
12,981
+12,122
+1,411% +$969K 0.24% 62
2018
Q4 		$66K Buy
859
+4
+0.5% +$313 0.01% 341
2018
Q3 		$65K Buy
855
+14
+2% +$1.1K 0.01% 388
2018
Q2 		$66K Buy
841
+731
+665% +$55.8K 0.01% 377
2018
Q1 		$1.41K Sell
110
-568
-84% -$44.1K 0.01% 264
2017
Q4 		$58K Sell
678
-1,604
-70% -$138K 0.01% 247
2017
Q3 		$184K Sell
2,282
-2,707
-54% -$224K 0.02% 238
2017
Q2 		$403K Buy
4,989
+4,763
+2,108% +$385K 0.04% 141
2017
Q1 		$2.91K Buy
226
+214
+1,783% +$16.1K 0.01% 105
2016
Q4 		$163 Buy
+12
New +$867 ﹤0.01% 256

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

Sun Life Financial sold out of Consolidated Edison (ED) in Q2 2021, closing a stake of 3,534 shares — an estimated $264K sold.

Sun Life Financial first reported a position in ED in Q4 2016 and held it in 18 quarters. The position peaked at $1.1M in Q1 2019. 964 funds tracked by Wall St. Rank hold ED as of Q2 2021.

  • Sun Life Financial reported no remaining Consolidated Edison position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 3,534 Consolidated Edison shares in Q2 2021, an estimated $264K.
  • Sun Life Financial first reported a position in Consolidated Edison in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Consolidated Edison position peaked at $1.1M in Q1 2019.
  • 964 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2021.

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