Sun Life Financial’s Element Solutions ESI Stock Holding History

Sun Life Financial’s Portfolio ESI Stock Details ESI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-24,849	Closed	-$253K	–	494
2019 Q3	$253K	Buy	+24,849	New	+$244K	0.07%	163

Other funds holding ESI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

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

Sun Life Financial sold out of Element Solutions (ESI) in Q4 2019, closing a stake of 24,849 shares — an estimated $253K sold.

Sun Life Financial first reported a position in ESI in Q3 2019 and held it in 1 quarter. The position peaked at $253K in Q3 2019. 203 funds tracked by Wall St. Rank hold ESI as of Q4 2019.

Sun Life Financial reported no remaining Element Solutions position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 24,849 Element Solutions shares in Q4 2019, an estimated $253K.
Sun Life Financial first reported a position in Element Solutions in Q3 2019 and held it in 1 quarter.
Sun Life Financial's Element Solutions position peaked at $253K in Q3 2019.
203 funds tracked by Wall St. Rank held Element Solutions as of Q4 2019.

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