Sun Life Financial’s Flowserve FLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-77	Closed	-$3K	–	518
2020 Q4	$3K	Sell	77 -1	-1%	-$33	﹤0.01%	492
2020 Q3	$2K	Hold	78	–	–	﹤0.01%	501
2020 Q2	$2K	Sell	78 -1	-1%	-$27	﹤0.01%	451
2020 Q1	$2K	Buy	79 +2	+3%	+$81	﹤0.01%	437
2019 Q4	$4K	Sell	77 -30	-28%	-$1.44K	﹤0.01%	437
2019 Q3	$5K	Buy	107 +1	+0.9%	+$47	﹤0.01%	583
2019 Q2	$6K	Sell	106 -117	-52%	-$5.75K	﹤0.01%	570
2019 Q1	$10K	Sell	223 -139	-38%	-$6.07K	﹤0.01%	587
2018 Q4	$14K	Buy	362 +2	+0.6%	+$94	﹤0.01%	592
2018 Q3	$20K	Buy	360 +6	+2%	+$291	﹤0.01%	589
2018 Q2	$14K	Buy	354 +328	+1,262%	+$14.3K	﹤0.01%	615
2018 Q1	$594	Sell	26 -261	-91%	-$11.4K	0.01%	404
2017 Q4	$12K	Sell	287 -675	-70%	-$28.3K	﹤0.01%	473
2017 Q3	$41K	Sell	962 -3	-0.3%	-$126	﹤0.01%	467
2017 Q2	$45K	Buy	965 +962	+32,067%	+$46.4K	﹤0.01%	458
2017 Q1	$70	Hold	3	–	–	﹤0.01%	463
2016 Q4	$70	Buy	+3	New	+$139	﹤0.01%	415

Other funds holding FLS

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Fidelity Investments

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

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