SLF
GD icon

Sun Life Financial’s General Dynamics GD Stock Holding History

Sun Life Financial’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-136
Closed -$25K – 240
2021
Q1 		$25K Sell
136
-2
-1% -$327 ﹤0.01% 231
2020
Q4 		$21K Sell
138
-1
-0.7% -$146 ﹤0.01% 243
2020
Q3 		$19K Hold
139
– – ﹤0.01% 245
2020
Q2 		$21K Buy
139
+2
+1% +$282 ﹤0.01% 208
2020
Q1 		$18K Sell
137
-1
-0.7% -$166 ﹤0.01% 203
2019
Q4 		$24K Sell
138
-54
-28% -$9.7K 0.01% 206
2019
Q3 		$35K Sell
192
-27
-12% -$5.01K 0.01% 335
2019
Q2 		$40K Sell
219
-242
-52% -$41.7K 0.01% 312
2019
Q1 		$78K Sell
461
-310
-40% -$52.2K 0.02% 300
2018
Q4 		$121K Buy
771
+3
+0.4% +$538 0.03% 261
2018
Q3 		$157K Buy
768
+20
+3% +$3.91K 0.03% 274
2018
Q2 		$139K Buy
748
+470
+169% +$96.2K 0.02% 280
2018
Q1 		$1.26K Sell
278
-330
-54% -$71.8K 0.01% 283
2017
Q4 		$124K Sell
608
-1,440
-70% -$294K 0.01% 180
2017
Q3 		$421K Sell
2,048
-26
-1% -$5.21K 0.04% 154
2017
Q2 		$411K Buy
2,074
+2,045
+7,052% +$401K 0.04% 140
2017
Q1 		$154 Buy
+29
New +$5.36K ﹤0.01% 323
2016
Q2 		– Sell
-808
Closed -$106K – 134
2016
Q1 		$106K Buy
+808
New +$107K 0.21% 17

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Sun Life Financial sold out of General Dynamics (GD) in Q2 2021, closing a stake of 136 shares — an estimated $25K sold.

Sun Life Financial first reported a position in GD in Q1 2016 and held it in 18 quarters. The position peaked at $421K in Q3 2017. 1,288 funds tracked by Wall St. Rank hold GD as of Q2 2021.

  • Sun Life Financial reported no remaining General Dynamics position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 136 General Dynamics shares in Q2 2021, an estimated $25K.
  • Sun Life Financial first reported a position in General Dynamics in Q1 2016 and held it in 18 quarters.
  • Sun Life Financial's General Dynamics position peaked at $421K in Q3 2017.
  • 1,288 funds tracked by Wall St. Rank held General Dynamics as of Q2 2021.

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