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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
New +$8.67K 0.02% 62

Other funds holding FE

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sun Life Financial sold out of FirstEnergy (FE) in Q2 2021, closing a stake of 9,203 shares — an estimated $319K sold.

Sun Life Financial first reported a position in FE in Q1 2017 and held it in 17 quarters. The position peaked at $2.2M in Q2 2018. 622 funds tracked by Wall St. Rank hold FE as of Q2 2021.

  • Sun Life Financial reported no remaining FirstEnergy position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 9,203 FirstEnergy shares in Q2 2021, an estimated $319K.
  • Sun Life Financial first reported a position in FirstEnergy in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's FirstEnergy position peaked at $2.2M in Q2 2018.
  • 622 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2021.

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