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	Sell	253 -76	-23%	-$2.78K	0.02%	69
2016 Q4	$9.43K	Buy	+329	New	+$11.1K	0.11%	29

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return