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 +1	+4%	+$191	﹤0.01%	351
2016 Q4	$134	Buy	+25	New	+$4.59K	﹤0.01%	302
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return