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Sun Life Financial’s Home Depot HD Stock Holding History

Sun Life Financial’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-635
Closed -$194K – 259
2021
Q1 		$194K Sell
635
-4
-0.6% -$1.1K 0.02% 126
2020
Q4 		$170K Sell
639
-6
-0.9% -$1.65K 0.02% 123
2020
Q3 		$179K Sell
645
-4
-0.6% -$1.08K 0.03% 122
2020
Q2 		$163K Buy
649
+10
+2% +$2.29K 0.03% 113
2020
Q1 		$119K Sell
639
-10
-2% -$2.19K 0.03% 108
2019
Q4 		$142K Sell
649
-250
-28% -$56.6K 0.04% 110
2019
Q3 		$209K Sell
899
-8
-0.9% -$1.75K 0.05% 176
2019
Q2 		$189K Sell
907
-1,017
-53% -$203K 0.05% 186
2019
Q1 		$369K Sell
1,924
-1,239
-39% -$227K 0.08% 136
2018
Q4 		$543K Buy
3,163
+16
+0.5% +$2.87K 0.11% 97
2018
Q3 		$652K Buy
3,147
+20
+0.6% +$4.03K 0.12% 104
2018
Q2 		$610K Buy
3,127
+2,179
+230% +$407K 0.09% 106
2018
Q1 		$5.32K Sell
948
-1,610
-63% -$302K 0.05% 136
2017
Q4 		$485K Sell
2,558
-6,103
-70% -$1.05M 0.05% 111
2017
Q3 		$1.42M Sell
8,661
-54
-0.6% -$8.28K 0.14% 62
2017
Q2 		$1.34M Buy
8,715
+8,618
+8,885% +$1.32M 0.14% 62
2017
Q1 		$660 Buy
97
+9
+10% +$1.28K ﹤0.01% 153
2016
Q4 		$653 Buy
+88
New +$11.3K 0.01% 103

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sun Life Financial sold out of Home Depot (HD) in Q2 2021, closing a stake of 635 shares — an estimated $194K sold.

Sun Life Financial first reported a position in HD in Q4 2016 and held it in 18 quarters. The position peaked at $1.42M in Q3 2017. 2,932 funds tracked by Wall St. Rank hold HD as of Q2 2021.

  • Sun Life Financial reported no remaining Home Depot position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 635 Home Depot shares in Q2 2021, an estimated $194K.
  • Sun Life Financial first reported a position in Home Depot in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Home Depot position peaked at $1.42M in Q3 2017.
  • 2,932 funds tracked by Wall St. Rank held Home Depot as of Q2 2021.

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