Sun Life Financial’s FirstEnergy FE Stock Holding History

Sun Life Financial’s Portfolio FE Stock Details FE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-9,203	Closed	-$319K	–	231
2021 Q1	$319K	Buy	9,203 +3,218	+54%	+$105K	0.03%	88
2020 Q4	$183K	Sell	5,985 -9,628	-62%	-$289K	0.02%	120
2020 Q3	$448K	Buy	15,613 +15,291	+4,749%	+$480K	0.07%	95
2020 Q2	$12K	Sell	322 -5	-2%	-$207	﹤0.01%	271
2020 Q1	$13K	Sell	327 -12,328	-97%	-$573K	﹤0.01%	232
2019 Q4	$615K	Sell	12,655 -7,061	-36%	-$337K	0.16%	72
2019 Q3	$951K	Buy	19,716 +7,339	+59%	+$332K	0.24%	63
2019 Q2	$530K	Sell	12,377 -13,677	-52%	-$575K	0.13%	89
2019 Q1	$1.08M	Sell	26,054 -11,539	-31%	-$458K	0.24%	64
2018 Q4	$1.41M	Buy	37,593 +368	+1%	+$13.9K	0.3%	48
2018 Q3	$1.38M	Sell	37,225 -24,065	-39%	-$879K	0.25%	64
2018 Q2	$2.2M	Buy	61,290 +59,193	+2,823%	+$2.03M	0.31%	33
2018 Q1	$61.7K	Sell	2,097 -55,444	-96%	-$1.78M	0.55%	33
2017 Q4	$1.76M	Buy	57,541 +37,915	+193%	+$1.23M	0.18%	47
2017 Q3	$605K	Buy	19,626 +7,667	+64%	+$241K	0.06%	113
2017 Q2	$349K	Buy	11,959 +11,678	+4,156%	+$347K	0.04%	161
2017 Q1	$8.84K	Buy	281 +88	+46%	+$2.71K	0.02%	62
2016 Q4	$6.24K	Buy	+193	New	+$6.18K	0.07%	39

Other funds holding FE

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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates

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

Fidelity Investments

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return