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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 Buy
+33
New +$1.03K ﹤0.01% 375

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Sun Life Financial sold out of Edwards Lifesciences (EW) in Q2 2021, closing a stake of 371 shares — an estimated $31K sold.

Sun Life Financial first reported a position in EW in Q1 2017 and held it in 17 quarters. The position peaked at $181K in Q2 2017. 1,188 funds tracked by Wall St. Rank hold EW as of Q2 2021.

  • Sun Life Financial reported no remaining Edwards Lifesciences position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 371 Edwards Lifesciences shares in Q2 2021, an estimated $31K.
  • Sun Life Financial first reported a position in Edwards Lifesciences in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Edwards Lifesciences position peaked at $181K in Q2 2017.
  • 1,188 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2021.

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