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Sun Life Financial’s Estee Lauder EL Stock Holding History

Sun Life Financial’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-134
Closed -$39K – 207
2021
Q1 		$39K Hold
134
– – ﹤0.01% 196
2020
Q4 		$36K Sell
134
-1
-0.7% -$241 ﹤0.01% 194
2020
Q3 		$29K Buy
135
+2
+2% +$412 ﹤0.01% 208
2020
Q2 		$25K Buy
133
+1
+0.8% +$179 ﹤0.01% 196
2020
Q1 		$21K Buy
132
+3
+2% +$579 0.01% 191
2019
Q4 		$27K Sell
129
-52
-29% -$10.1K 0.01% 192
2019
Q3 		$36K Buy
181
+3
+2% +$574 0.01% 329
2019
Q2 		$33K Sell
178
-193
-52% -$33K 0.01% 331
2019
Q1 		$61K Sell
371
-247
-40% -$36.3K 0.01% 329
2018
Q4 		$80K Hold
618
– – 0.02% 321
2018
Q3 		$90K Buy
618
+9
+1% +$1.25K 0.02% 346
2018
Q2 		$87K Buy
609
+456
+298% +$67.5K 0.01% 349
2018
Q1 		$1.02K Sell
153
-336
-69% -$46.5K 0.01% 324
2017
Q4 		$62K Sell
489
-1,158
-70% -$139K 0.01% 237
2017
Q3 		$178K Buy
1,647
+8
+0.5% +$821 0.02% 246
2017
Q2 		$157K Buy
1,639
+1,629
+16,290% +$149K 0.02% 262
2017
Q1 		$119 Buy
10
+1
+11% +$83 ﹤0.01% 367
2016
Q4 		$118 Buy
+9
New +$732 ﹤0.01% 324

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sun Life Financial sold out of Estee Lauder (EL) in Q2 2021, closing a stake of 134 shares — an estimated $39K sold.

Sun Life Financial first reported a position in EL in Q4 2016 and held it in 18 quarters. The position peaked at $178K in Q3 2017. 1,149 funds tracked by Wall St. Rank hold EL as of Q2 2021.

  • Sun Life Financial reported no remaining Estee Lauder position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 134 Estee Lauder shares in Q2 2021, an estimated $39K.
  • Sun Life Financial first reported a position in Estee Lauder in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Estee Lauder position peaked at $178K in Q3 2017.
  • 1,149 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2021.

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