Sun Life Financial’s Edwards Lifesciences EW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-371	Closed	-$31K	–	220
2021 Q1	$31K	Buy	371 +3	+0.8%	+$254	﹤0.01%	214
2020 Q4	$34K	Sell	368 -12	-3%	-$995	﹤0.01%	200
2020 Q3	$30K	Buy	380 +6	+2%	+$468	﹤0.01%	204
2020 Q2	$26K	Buy	374 +8	+2%	+$569	0.01%	194
2020 Q1	$23K	Buy	366 +3	+0.8%	+$216	0.01%	183
2019 Q4	$28K	Sell	363 -147	-29%	-$11.5K	0.01%	189
2019 Q3	$37K	Buy	510 +6	+1%	+$421	0.01%	323
2019 Q2	$31K	Sell	504 -555	-52%	-$33.6K	0.01%	337
2019 Q1	$68K	Sell	1,059 -672	-39%	-$38.4K	0.02%	320
2018 Q4	$88K	Hold	1,731	–	–	0.02%	307
2018 Q3	$100K	Buy	1,731 +18	+1%	+$880	0.02%	332
2018 Q2	$83K	Buy	1,713 +1,314	+329%	+$61.3K	0.01%	351
2018 Q1	$954	Sell	399 -990	-71%	-$43K	0.01%	331
2017 Q4	$52K	Sell	1,389 -3,279	-70%	-$120K	0.01%	267
2017 Q3	$170K	Buy	4,668 +72	+2%	+$2.75K	0.02%	253
2017 Q2	$181K	Buy	4,596 +4,563	+13,827%	+$167K	0.02%	246
2017 Q1	$115	Hold	33	–	–	﹤0.01%	375
2016 Q4	$114	Buy	+33	New	+$1.07K	﹤0.01%	333

Other funds holding EW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return