SLF
ES icon

Sun Life Financial’s Eversource Energy ES Stock Holding History

Sun Life Financial’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-204
Closed -$18K – 215
2021
Q1 		$18K Hold
204
– – ﹤0.01% 287
2020
Q4 		$18K Sell
204
-1
-0.5% -$89 ﹤0.01% 267
2020
Q3 		$17K Buy
205
+12
+6% +$1.03K ﹤0.01% 259
2020
Q2 		$16K Sell
193
-2
-1% -$166 ﹤0.01% 235
2020
Q1 		$15K Buy
195
+4
+2% +$351 ﹤0.01% 211
2019
Q4 		$16K Sell
191
-72
-27% -$5.99K ﹤0.01% 238
2019
Q3 		$22K Buy
263
+6
+2% +$477 0.01% 381
2019
Q2 		$19K Sell
257
-284
-52% -$20.8K ﹤0.01% 398
2019
Q1 		$38K Sell
541
-334
-38% -$23K 0.01% 386
2018
Q4 		$57K Buy
875
+6
+0.7% +$391 0.01% 368
2018
Q3 		$53K Buy
869
+10
+1% +$612 0.01% 430
2018
Q2 		$50K Buy
859
+774
+911% +$44.6K 0.01% 430
2018
Q1 		$1.44K Sell
85
-608
-88% -$36K 0.01% 257
2017
Q4 		$44K Sell
693
-1,639
-70% -$104K ﹤0.01% 293
2017
Q3 		$141K Buy
2,332
+18
+0.8% +$1.11K 0.01% 290
2017
Q2 		$140K Buy
2,314
+2,304
+23,040% +$140K 0.02% 280
2017
Q1 		$172 Buy
10
+1
+11% +$57 ﹤0.01% 295
2016
Q4 		$169 Buy
+9
New +$481 ﹤0.01% 247

Other funds holding ES

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Sun Life Financial sold out of Eversource Energy (ES) in Q2 2021, closing a stake of 204 shares — an estimated $18K sold.

Sun Life Financial first reported a position in ES in Q4 2016 and held it in 18 quarters. The position peaked at $141K in Q3 2017. 774 funds tracked by Wall St. Rank hold ES as of Q2 2021.

  • Sun Life Financial reported no remaining Eversource Energy position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 204 Eversource Energy shares in Q2 2021, an estimated $18K.
  • Sun Life Financial first reported a position in Eversource Energy in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Eversource Energy position peaked at $141K in Q3 2017.
  • 774 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2021.

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