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Sun Life Financial’s Edison International EIX Stock Holding History

Sun Life Financial’s Portfolio EIX Stock Details EIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,978
Closed -$233K – 206
2021
Q1 		$233K Buy
3,978
+312
+9% +$18.3K 0.02% 112
2020
Q4 		$230K Sell
3,666
-5,902
-62% -$356K 0.03% 105
2020
Q3 		$486K Buy
9,568
+1,990
+26% +$106K 0.08% 87
2020
Q2 		$412K Buy
7,578
+189
+3% +$10.9K 0.08% 94
2020
Q1 		$405K Buy
7,389
+7,177
+3,385% +$497K 0.1% 76
2019
Q4 		$16K Sell
212
-79
-27% -$5.59K ﹤0.01% 237
2019
Q3 		$22K Buy
291
+28
+11% +$2.02K 0.01% 380
2019
Q2 		$18K Sell
263
-293
-53% -$18.2K ﹤0.01% 409
2019
Q1 		$34K Sell
556
-17,925
-97% -$1.07M 0.01% 405
2018
Q4 		$1.05M Buy
18,481
+171
+0.9% +$10.6K 0.22% 66
2018
Q3 		$1.24M Sell
18,310
-4,460
-20% -$298K 0.22% 73
2018
Q2 		$1.44M Buy
22,770
+21,295
+1,444% +$1.33M 0.21% 70
2018
Q1 		$23.2K Buy
1,475
+756
+105% +$46.6K 0.21% 64
2017
Q4 		$45K Sell
719
-1,680
-70% -$128K ﹤0.01% 289
2017
Q3 		$185K Buy
2,399
+14
+0.6% +$1.11K 0.02% 237
2017
Q2 		$186K Buy
2,385
+2,371
+16,936% +$190K 0.02% 240
2017
Q1 		$177 Buy
+14
New +$1.06K ﹤0.01% 286

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Sun Life Financial sold out of Edison International (EIX) in Q2 2021, closing a stake of 3,978 shares — an estimated $233K sold.

Sun Life Financial first reported a position in EIX in Q1 2017 and held it in 17 quarters. The position peaked at $1.44M in Q2 2018. 622 funds tracked by Wall St. Rank hold EIX as of Q2 2021.

  • Sun Life Financial reported no remaining Edison International position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 3,978 Edison International shares in Q2 2021, an estimated $233K.
  • Sun Life Financial first reported a position in Edison International in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Edison International position peaked at $1.44M in Q2 2018.
  • 622 funds tracked by Wall St. Rank held Edison International as of Q2 2021.

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