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 +2	+25%	+$57	﹤0.01%	206
2016 Q4	$334	Buy	+8	New	+$196	﹤0.01%	154

Other funds holding GEN

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Fidelity Investments

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return