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Sun Life Financial’s EPR Properties EPR Stock Holding History

Sun Life Financial’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,431
Closed -$494K – 493
2019
Q3 		$494K Buy
6,431
+36
+0.6% +$2.74K 0.13% 98
2019
Q2 		$477K Hold
6,395
– – 0.12% 107
2019
Q1 		$492K Buy
6,395
+227
+4% +$16.5K 0.11% 110
2018
Q4 		$395K Buy
6,168
+3,005
+95% +$207K 0.08% 124
2018
Q3 		$216K Buy
3,163
+20
+0.6% +$1.36K 0.04% 222
2018
Q2 		$204K Buy
+3,143
New +$186K 0.03% 221

Other funds holding EPR

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sun Life Financial's EPR Position: Q4 2019 in Review

Sun Life Financial sold out of EPR Properties (EPR) in Q4 2019, closing a stake of 6,431 shares — an estimated $494K sold.

Sun Life Financial first reported a position in EPR in Q2 2018 and held it in 6 quarters. The position peaked at $494K in Q3 2019. 425 funds tracked by Wall St. Rank hold EPR as of Q4 2019.

  • Sun Life Financial reported no remaining EPR Properties position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 6,431 EPR Properties shares in Q4 2019, an estimated $494K.
  • Sun Life Financial first reported a position in EPR Properties in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's EPR Properties position peaked at $494K in Q3 2019.
  • 425 funds tracked by Wall St. Rank held EPR Properties as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.