SLF
GM icon

Sun Life Financial’s General Motors GM Stock Holding History

Sun Life Financial’s Portfolio GM Stock Details GM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-744
Closed -$43K – 247
2021
Q1 		$43K Sell
744
-1
-0.1% -$53 ﹤0.01% 190
2020
Q4 		$31K Sell
745
-11
-1% -$428 ﹤0.01% 208
2020
Q3 		$22K Sell
756
-20,723
-96% -$582K ﹤0.01% 227
2020
Q2 		$543K Buy
21,479
+1,155
+6% +$28.1K 0.11% 72
2020
Q1 		$422K Buy
20,324
+19,585
+2,650% +$598K 0.11% 71
2019
Q4 		$27K Sell
739
-291
-28% -$10.6K 0.01% 193
2019
Q3 		$39K Sell
1,030
-30
-3% -$1.15K 0.01% 315
2019
Q2 		$41K Sell
1,060
-1,166
-52% -$43.7K 0.01% 308
2019
Q1 		$83K Sell
2,226
-1,394
-39% -$52.9K 0.02% 293
2018
Q4 		$121K Buy
3,620
+18
+0.5% +$621 0.03% 262
2018
Q3 		$121K Sell
3,602
-31,876
-90% -$1.17M 0.02% 306
2018
Q2 		$1.4M Buy
35,478
+34,101
+2,476% +$1.34M 0.2% 71
2018
Q1 		$37.9K Sell
1,377
-1,423
-51% -$57.7K 0.34% 44
2017
Q4 		$115K Sell
2,800
-6,844
-71% -$297K 0.01% 184
2017
Q3 		$389K Sell
9,644
-6,905
-42% -$252K 0.04% 160
2017
Q2 		$578K Buy
16,549
+16,296
+6,441% +$553K 0.06% 110
2017
Q1 		$7.14K Buy
+253
New +$9.25K 0.02% 69

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sun Life Financial sold out of General Motors (GM) in Q2 2021, closing a stake of 744 shares — an estimated $43K sold.

Sun Life Financial first reported a position in GM in Q1 2017 and held it in 17 quarters. The position peaked at $1.4M in Q2 2018. 1,341 funds tracked by Wall St. Rank hold GM as of Q2 2021.

  • Sun Life Financial reported no remaining General Motors position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 744 General Motors shares in Q2 2021, an estimated $43K.
  • Sun Life Financial first reported a position in General Motors in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's General Motors position peaked at $1.4M in Q2 2018.
  • 1,341 funds tracked by Wall St. Rank held General Motors as of Q2 2021.

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