SLF
EXPR

Sun Life Financial’s Express, Inc. EXPR Stock Holding History

Sun Life Financial’s Portfolio EXPR Stock Details EXPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-374
Closed -$26K – 596
2019
Q3 		$26K Sell
374
-280
-43% -$13.8K 0.01% 367
2019
Q2 		$36K Hold
654
– – 0.01% 325
2019
Q1 		$56K Buy
654
+4
+0.6% +$403 0.01% 343
2018
Q4 		$66K Buy
650
+3
+0.5% +$463 0.01% 343
2018
Q3 		$143K Buy
647
+4
+0.6% +$818 0.03% 284
2018
Q2 		$118K Buy
+643
New +$111K 0.02% 301
2013
Q3 		– Sell
-42,225
Closed -$17.7M – 108
2013
Q2 		$17.7M Buy
+42,225
New +$16.3M 1.49% 9

Other funds holding EXPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

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

Sun Life Financial sold out of Express, Inc. (EXPR) in Q4 2019, closing a stake of 374 shares — an estimated $26K sold.

Sun Life Financial first reported a position in EXPR in Q2 2013 and held it in 7 quarters. The position peaked at $17.7M in Q2 2013. 132 funds tracked by Wall St. Rank hold EXPR as of Q4 2019.

  • Sun Life Financial reported no remaining Express, Inc. position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 374 Express, Inc. shares in Q4 2019, an estimated $26K.
  • Sun Life Financial first reported a position in Express, Inc. in Q2 2013 and held it in 7 quarters.
  • Sun Life Financial's Express, Inc. position peaked at $17.7M in Q2 2013.
  • 132 funds tracked by Wall St. Rank held Express, Inc. as of Q4 2019.

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