SLF
FRC

Sun Life Financial’s First Republic Bank FRC Stock Holding History

Sun Life Financial’s Portfolio FRC Stock Details FRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-103
Closed -$17K – 505
2021
Q1 		$17K Hold
103
– – ﹤0.01% 306
2020
Q4 		$15K Hold
103
– – ﹤0.01% 305
2020
Q3 		$11K Buy
103
+3
+3% +$333 ﹤0.01% 336
2020
Q2 		$11K Sell
100
-1
-1% -$103 ﹤0.01% 292
2020
Q1 		$8K Buy
101
+2
+2% +$212 ﹤0.01% 304
2019
Q4 		$12K Sell
99
-37
-27% -$4K ﹤0.01% 296
2019
Q3 		$13K Buy
136
+3
+2% +$284 ﹤0.01% 466
2019
Q2 		$13K Sell
133
-147
-53% -$14.8K ﹤0.01% 460
2019
Q1 		$28K Buy
+280
New +$27.6K 0.01% 440

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Sun Life Financial sold out of First Republic Bank (FRC) in Q2 2021, closing a stake of 103 shares — an estimated $17K sold.

Sun Life Financial first reported a position in FRC in Q1 2019 and held it in 9 quarters. The position peaked at $28K in Q1 2019. 672 funds tracked by Wall St. Rank hold FRC as of Q2 2021.

  • Sun Life Financial reported no remaining First Republic Bank position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 103 First Republic Bank shares in Q2 2021, an estimated $17K.
  • Sun Life Financial first reported a position in First Republic Bank in Q1 2019 and held it in 9 quarters.
  • Sun Life Financial's First Republic Bank position peaked at $28K in Q1 2019.
  • 672 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2021.

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