Sun Life Financial’s Hanmi Financial HAFC Stock Holding History

Sun Life Financial’s Portfolio HAFC Stock Details HAFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-24,280	Closed	-$456K	–	507
2019 Q3	$456K	Buy	24,280 +137	+0.6%	+$2.7K	0.12%	108
2019 Q2	$538K	Buy	24,143 +10,621	+79%	+$236K	0.14%	86
2019 Q1	$288K	Buy	13,522 +10,338	+325%	+$225K	0.06%	156
2018 Q4	$63K	Buy	3,184 +16	+0.5%	+$341	0.01%	351
2018 Q3	$79K	Buy	3,168 +20	+0.6%	+$527	0.01%	366
2018 Q2	$89K	Buy	+3,148	New	+$93.4K	0.01%	341

Other funds holding HAFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sun Life Financial's HAFC Position: Q4 2019 in Review

Sun Life Financial sold out of Hanmi Financial (HAFC) in Q4 2019, closing a stake of 24,280 shares — an estimated $456K sold.

Sun Life Financial first reported a position in HAFC in Q2 2018 and held it in 6 quarters. The position peaked at $538K in Q2 2019. 129 funds tracked by Wall St. Rank hold HAFC as of Q4 2019.

Sun Life Financial reported no remaining Hanmi Financial position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 24,280 Hanmi Financial shares in Q4 2019, an estimated $456K.
Sun Life Financial first reported a position in Hanmi Financial in Q2 2018 and held it in 6 quarters.
Sun Life Financial's Hanmi Financial position peaked at $538K in Q2 2019.
129 funds tracked by Wall St. Rank held Hanmi Financial as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.