SLF
FLOW

Sun Life Financial’s SPX FLOW, Inc. FLOW Stock Holding History

Sun Life Financial’s Portfolio FLOW Stock Details FLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8,491
Closed -$335K – 608
2019
Q3 		$335K Sell
8,491
-606
-7% -$22.8K 0.09% 139
2019
Q2 		$381K Sell
9,097
-2,195
-19% -$81.2K 0.1% 129
2019
Q1 		$360K Buy
11,292
+61
+0.5% +$2K 0.08% 140
2018
Q4 		$342K Buy
11,231
+57
+0.5% +$2.15K 0.07% 138
2018
Q3 		$581K Buy
11,174
+70
+0.6% +$3.31K 0.11% 111
2018
Q2 		$486K Buy
+11,104
New +$508K 0.07% 125

Other funds holding FLOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Sun Life Financial sold out of SPX FLOW, Inc. (FLOW) in Q4 2019, closing a stake of 8,491 shares — an estimated $335K sold.

Sun Life Financial first reported a position in FLOW in Q2 2018 and held it in 6 quarters. The position peaked at $581K in Q3 2018. 185 funds tracked by Wall St. Rank hold FLOW as of Q4 2019.

  • Sun Life Financial reported no remaining SPX FLOW, Inc. position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 8,491 SPX FLOW, Inc. shares in Q4 2019, an estimated $335K.
  • Sun Life Financial first reported a position in SPX FLOW, Inc. in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's SPX FLOW, Inc. position peaked at $581K in Q3 2018.
  • 185 funds tracked by Wall St. Rank held SPX FLOW, Inc. as of Q4 2019.

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