SLF
EXR icon

Sun Life Financial’s Extra Space Storage EXR Stock Holding History

Sun Life Financial’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-78
Closed -$10K – 224
2021
Q1 		$10K Buy
78
+1
+1% +$121 ﹤0.01% 396
2020
Q4 		$9K Sell
77
-1
-1% -$114 ﹤0.01% 387
2020
Q3 		$8K Buy
78
+2
+3% +$207 ﹤0.01% 375
2020
Q2 		$7K Sell
76
-1
-1% -$93 ﹤0.01% 351
2020
Q1 		$7K Buy
77
+1
+1% +$104 ﹤0.01% 314
2019
Q4 		$8K Sell
76
-28
-27% -$3.05K ﹤0.01% 349
2019
Q3 		$12K Buy
104
+1
+1% +$116 ﹤0.01% 475
2019
Q2 		$11K Sell
103
-113
-52% -$11.9K ﹤0.01% 487
2019
Q1 		$22K Sell
216
-133
-38% -$12.8K ﹤0.01% 482
2018
Q4 		$32K Buy
349
+2
+0.6% +$182 0.01% 472
2018
Q3 		$30K Sell
347
-2,427
-87% -$225K 0.01% 542
2018
Q2 		$277K Buy
2,774
+2,511
+955% +$234K 0.04% 181
2018
Q1 		$3.01K Sell
263
-18,106
-99% -$1.52M 0.03% 173
2017
Q4 		$1.61M Buy
18,369
+12,211
+198% +$1.03M 0.16% 57
2017
Q3 		$492K Buy
6,158
+5,239
+570% +$408K 0.05% 144
2017
Q2 		$72K Buy
919
+914
+18,280% +$70.1K 0.01% 405
2017
Q1 		$68 Hold
5
– – ﹤0.01% 472
2016
Q4 		$67 Buy
+5
New +$368 ﹤0.01% 423

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Sun Life Financial sold out of Extra Space Storage (EXR) in Q2 2021, closing a stake of 78 shares — an estimated $10K sold.

Sun Life Financial first reported a position in EXR in Q4 2016 and held it in 18 quarters. The position peaked at $1.61M in Q4 2017. 523 funds tracked by Wall St. Rank hold EXR as of Q2 2021.

  • Sun Life Financial reported no remaining Extra Space Storage position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 78 Extra Space Storage shares in Q2 2021, an estimated $10K.
  • Sun Life Financial first reported a position in Extra Space Storage in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Extra Space Storage position peaked at $1.61M in Q4 2017.
  • 523 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2021.

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