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Sun Life Financial’s Globe Life GL Stock Holding History

Sun Life Financial’s Portfolio GL Stock Details GL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-56
Closed -$5K – 245
2021
Q1 		$5K Sell
56
-1
-2% -$96 ﹤0.01% 486
2020
Q4 		$5K Sell
57
-1
-2% -$89 ﹤0.01% 463
2020
Q3 		$5K Sell
58
-1
-2% -$80 ﹤0.01% 443
2020
Q2 		$4K Hold
59
– – ﹤0.01% 417
2020
Q1 		$4K Hold
59
– – ﹤0.01% 399
2019
Q4 		$6K Sell
59
-23
-28% -$2.29K ﹤0.01% 397
2019
Q3 		$8K Hold
82
– – ﹤0.01% 542
2019
Q2 		$7K Sell
82
-91
-53% -$7.94K ﹤0.01% 553
2019
Q1 		$14K Sell
173
-114
-40% -$9.32K ﹤0.01% 562
2018
Q4 		$21K Sell
287
-1
-0.3% -$83 ﹤0.01% 554
2018
Q3 		$25K Buy
288
+2
+0.7% +$173 ﹤0.01% 569
2018
Q2 		$23K Buy
286
+245
+598% +$20.8K ﹤0.01% 579
2018
Q1 		$485 Sell
41
-194
-83% -$17K ﹤0.01% 436
2017
Q4 		$21K Sell
235
-560
-70% -$48.1K ﹤0.01% 425
2017
Q3 		$64K Sell
795
-2
-0.3% -$156 0.01% 426
2017
Q2 		$61K Buy
797
+792
+15,840% +$60.2K 0.01% 429
2017
Q1 		$59 Buy
5
+1
+25% +$76 ﹤0.01% 492
2016
Q4 		$59 Buy
+4
New +$274 ﹤0.01% 442

Other funds holding GL

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Sun Life Financial sold out of Globe Life (GL) in Q2 2021, closing a stake of 56 shares — an estimated $5K sold.

Sun Life Financial first reported a position in GL in Q4 2016 and held it in 18 quarters. The position peaked at $64K in Q3 2017. 467 funds tracked by Wall St. Rank hold GL as of Q2 2021.

  • Sun Life Financial reported no remaining Globe Life position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 56 Globe Life shares in Q2 2021, an estimated $5K.
  • Sun Life Financial first reported a position in Globe Life in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Globe Life position peaked at $64K in Q3 2017.
  • 467 funds tracked by Wall St. Rank held Globe Life as of Q2 2021.

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