SLF
EXP icon

Sun Life Financial’s Eagle Materials EXP Stock Holding History

Sun Life Financial’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,505
Closed -$225K – 499
2019
Q3 		$225K Buy
2,505
+14
+0.6% +$1.2K 0.06% 169
2019
Q2 		$231K Hold
2,491
– – 0.06% 165
2019
Q1 		$210K Buy
2,491
+13
+0.5% +$939 0.05% 191
2018
Q4 		$151K Buy
+2,478
New +$178K 0.03% 233

Other funds holding EXP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Sun Life Financial sold out of Eagle Materials (EXP) in Q4 2019, closing a stake of 2,505 shares — an estimated $225K sold.

Sun Life Financial first reported a position in EXP in Q4 2018 and held it in 4 quarters. The position peaked at $231K in Q2 2019. 331 funds tracked by Wall St. Rank hold EXP as of Q4 2019.

  • Sun Life Financial reported no remaining Eagle Materials position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 2,505 Eagle Materials shares in Q4 2019, an estimated $225K.
  • Sun Life Financial first reported a position in Eagle Materials in Q4 2018 and held it in 4 quarters.
  • Sun Life Financial's Eagle Materials position peaked at $231K in Q2 2019.
  • 331 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2019.

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