Sun Life Financial’s Warrior Met Coal HCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-7,842	Closed	-$153K	–	508
2019 Q3	$153K	Buy	7,842 +44	+0.6%	+$984	0.04%	208
2019 Q2	$204K	Hold	7,798	–	–	0.05%	178
2019 Q1	$237K	Buy	7,798 +42	+0.5%	+$1.15K	0.05%	178
2018 Q4	$187K	Buy	7,756 +39	+0.5%	+$996	0.04%	208
2018 Q3	$209K	Buy	7,717 +48	+0.6%	+$1.23K	0.04%	231
2018 Q2	$211K	Buy	+7,669	New	+$202K	0.03%	217

Other funds holding HCC

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Sun Life Financial sold out of Warrior Met Coal (HCC) in Q4 2019, closing a stake of 7,842 shares — an estimated $153K sold.

Sun Life Financial first reported a position in HCC in Q2 2018 and held it in 6 quarters. The position peaked at $237K in Q1 2019. 186 funds tracked by Wall St. Rank hold HCC as of Q4 2019.

Sun Life Financial reported no remaining Warrior Met Coal position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 7,842 Warrior Met Coal shares in Q4 2019, an estimated $153K.
Sun Life Financial first reported a position in Warrior Met Coal in Q2 2018 and held it in 6 quarters.
Sun Life Financial's Warrior Met Coal position peaked at $237K in Q1 2019.
186 funds tracked by Wall St. Rank held Warrior Met Coal as of Q4 2019.

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