Sun Life Financial’s FIVE9 FIVN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-10,230	Closed	-$550K	–	501
2019 Q3	$550K	Buy	10,230 +58	+0.6%	+$3.26K	0.14%	89
2019 Q2	$522K	Hold	10,172	–	–	0.13%	92
2019 Q1	$537K	Buy	10,172 +55	+0.5%	+$2.8K	0.12%	103
2018 Q4	$442K	Buy	10,117 +51	+0.5%	+$2.05K	0.09%	108
2018 Q3	$440K	Buy	10,066 +63	+0.6%	+$2.6K	0.08%	145
2018 Q2	$346K	Buy	+10,003	New	+$324K	0.05%	156

Other funds holding FIVN

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sun Life Financial's FIVN Position: Q4 2019 in Review

Sun Life Financial sold out of FIVE9 (FIVN) in Q4 2019, closing a stake of 10,230 shares — an estimated $550K sold.

Sun Life Financial first reported a position in FIVN in Q2 2018 and held it in 6 quarters. The position peaked at $550K in Q3 2019. 291 funds tracked by Wall St. Rank hold FIVN as of Q4 2019.

Sun Life Financial reported no remaining FIVE9 position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 10,230 FIVE9 shares in Q4 2019, an estimated $550K.
Sun Life Financial first reported a position in FIVE9 in Q2 2018 and held it in 6 quarters.
Sun Life Financial's FIVE9 position peaked at $550K in Q3 2019.
291 funds tracked by Wall St. Rank held FIVE9 as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.