Sun Life Financial’s Fortive FTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-263	Closed	-$14K	–	239
2021 Q1	$14K	Sell	263 -2	-0.8%	-$103	﹤0.01%	329
2020 Q4	$14K	Sell	265 -52	-16%	-$2.67K	﹤0.01%	311
2020 Q3	$15K	Buy	317 +39	+14%	+$1.78K	﹤0.01%	278
2020 Q2	$12K	Sell	278 -3	-1%	-$117	﹤0.01%	273
2020 Q1	$10K	Buy	281 +5	+2%	+$219	﹤0.01%	262
2019 Q4	$13K	Sell	276 -106	-28%	-$4.79K	﹤0.01%	274
2019 Q3	$17K	Buy	382 +5	+1%	+$230	﹤0.01%	417
2019 Q2	$19K	Sell	377 -419	-53%	-$21.8K	﹤0.01%	399
2019 Q1	$42K	Sell	796 -553	-41%	-$26.9K	0.01%	373
2018 Q4	$58K	Sell	1,349 -2	-0.1%	-$94	0.01%	367
2018 Q3	$72K	Buy	1,351 +33	+3%	+$1.69K	0.01%	376
2018 Q2	$64K	Buy	1,318 +1,147	+671%	+$54.8K	0.01%	380
2018 Q1	$1.4K	Sell	171 -891	-84%	-$42.4K	0.01%	267
2017 Q4	$48K	Sell	1,062 -2,498	-70%	-$114K	﹤0.01%	276
2017 Q3	$159K	Buy	3,560 +65	+2%	+$2.71K	0.02%	262
2017 Q2	$140K	Buy	3,495 +3,479	+21,744%	+$137K	0.02%	281
2017 Q1	$163	Buy	16 +2	+14%	+$72	﹤0.01%	307
2016 Q4	$161	Buy	+14	New	+$463	﹤0.01%	261

Other funds holding FTV

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

Wellington Management Group

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

T. Rowe Price Associates

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Flossbach Von Storch

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fidelity Investments

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