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Sun Life Financial’s FedEx FDX Stock Holding History

Sun Life Financial’s Portfolio FDX Stock Details FDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-143
Closed -$41K – 230
2021
Q1 		$41K Hold
143
– – ﹤0.01% 194
2020
Q4 		$37K Buy
143
+1
+0.7% +$277 ﹤0.01% 191
2020
Q3 		$36K Sell
142
-1
-0.7% -$200 0.01% 184
2020
Q2 		$20K Hold
143
– – ﹤0.01% 209
2020
Q1 		$17K Hold
143
– – ﹤0.01% 207
2019
Q4 		$22K Sell
143
-52
-27% -$8.02K 0.01% 212
2019
Q3 		$28K Hold
195
– – 0.01% 354
2019
Q2 		$32K Sell
195
-213
-52% -$37.3K 0.01% 333
2019
Q1 		$74K Sell
408
-264
-39% -$46.7K 0.02% 306
2018
Q4 		$108K Buy
672
+2
+0.3% +$423 0.02% 283
2018
Q3 		$161K Buy
670
+3
+0.4% +$726 0.03% 268
2018
Q2 		$151K Buy
667
+396
+146% +$98.1K 0.02% 266
2018
Q1 		$1.13K Sell
271
-272
-50% -$68.8K 0.01% 309
2017
Q4 		$136K Sell
543
-1,271
-70% -$291K 0.01% 174
2017
Q3 		$409K Hold
1,814
– – 0.04% 156
2017
Q2 		$394K Buy
1,814
+1,788
+6,877% +$353K 0.04% 143
2017
Q1 		$132 Buy
+26
New +$4.97K ﹤0.01% 351
2016
Q2 		– Sell
-321
Closed -$52.2K – 132
2016
Q1 		$52.2K Buy
+321
New +$44.6K 0.1% 38

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Sun Life Financial sold out of FedEx (FDX) in Q2 2021, closing a stake of 143 shares — an estimated $41K sold.

Sun Life Financial first reported a position in FDX in Q1 2016 and held it in 18 quarters. The position peaked at $409K in Q3 2017. 1,604 funds tracked by Wall St. Rank hold FDX as of Q2 2021.

  • Sun Life Financial reported no remaining FedEx position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 143 FedEx shares in Q2 2021, an estimated $41K.
  • Sun Life Financial first reported a position in FedEx in Q1 2016 and held it in 18 quarters.
  • Sun Life Financial's FedEx position peaked at $409K in Q3 2017.
  • 1,604 funds tracked by Wall St. Rank held FedEx as of Q2 2021.

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