SLF
GEN icon

Sun Life Financial’s Gen Digital GEN Stock Holding History

Sun Life Financial’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-350
Closed -$7K – 242
2021
Q1 		$7K Sell
350
-1
-0.3% -$21 ﹤0.01% 454
2020
Q4 		$7K Sell
351
-4
-1% -$81 ﹤0.01% 427
2020
Q3 		$7K Buy
355
+13
+4% +$281 ﹤0.01% 404
2020
Q2 		$7K Buy
342
+4
+1% +$81 ﹤0.01% 352
2020
Q1 		$6K Buy
338
+2
+0.6% +$43 ﹤0.01% 338
2019
Q4 		$9K Sell
336
-126
-27% -$3.08K ﹤0.01% 331
2019
Q3 		$11K Sell
462
-51
-10% -$1.19K ﹤0.01% 486
2019
Q2 		$11K Sell
513
-578
-53% -$12.4K ﹤0.01% 488
2019
Q1 		$25K Sell
1,091
-620
-36% -$13.5K 0.01% 457
2018
Q4 		$32K Sell
1,711
-7
-0.4% -$145 0.01% 473
2018
Q3 		$37K Buy
1,718
+34
+2% +$693 0.01% 510
2018
Q2 		$35K Buy
1,684
+1,611
+2,207% +$38.7K 0.01% 503
2018
Q1 		$2.84K Sell
73
-1,283
-95% -$34.9K 0.03% 179
2017
Q4 		$38K Sell
1,356
-3,163
-70% -$94.6K ﹤0.01% 306
2017
Q3 		$148K Buy
4,519
+99
+2% +$3.02K 0.01% 277
2017
Q2 		$125K Buy
4,420
+4,410
+44,100% +$133K 0.01% 302
2017
Q1 		$334 Buy
+10
New +$284 ﹤0.01% 206

Other funds holding GEN

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sun Life Financial sold out of Gen Digital (GEN) in Q2 2021, closing a stake of 350 shares — an estimated $7K sold.

Sun Life Financial first reported a position in GEN in Q1 2017 and held it in 17 quarters. The position peaked at $148K in Q3 2017. 557 funds tracked by Wall St. Rank hold GEN as of Q2 2021.

  • Sun Life Financial reported no remaining Gen Digital position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 350 Gen Digital shares in Q2 2021, an estimated $7K.
  • Sun Life Financial first reported a position in Gen Digital in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Gen Digital position peaked at $148K in Q3 2017.
  • 557 funds tracked by Wall St. Rank held Gen Digital as of Q2 2021.

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