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Sun Life Financial’s Hartford Financial Services HIG Stock Holding History

Sun Life Financial’s Portfolio HIG Stock Details HIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-211
Closed -$14K – 261
2021
Q1 		$14K Sell
211
-1
-0.5% -$54 ﹤0.01% 330
2020
Q4 		$10K Buy
212
+1
+0.5% +$43 ﹤0.01% 366
2020
Q3 		$8K Sell
211
-4
-2% -$159 ﹤0.01% 378
2020
Q2 		$8K Sell
215
-15
-7% -$572 ﹤0.01% 332
2020
Q1 		$8K Buy
230
+17
+8% +$886 ﹤0.01% 296
2019
Q4 		$13K Sell
213
-82
-28% -$4.92K ﹤0.01% 277
2019
Q3 		$18K Buy
295
+5
+2% +$293 ﹤0.01% 411
2019
Q2 		$16K Sell
290
-320
-52% -$16.9K ﹤0.01% 425
2019
Q1 		$30K Sell
610
-378
-38% -$18K 0.01% 425
2018
Q4 		$44K Buy
988
+3
+0.3% +$135 0.01% 408
2018
Q3 		$49K Buy
985
+15
+2% +$771 0.01% 439
2018
Q2 		$50K Buy
970
+886
+1,055% +$46.4K 0.01% 431
2018
Q1 		$1.62K Sell
84
-699
-89% -$38.2K 0.01% 237
2017
Q4 		$44K Sell
783
-1,901
-71% -$106K ﹤0.01% 294
2017
Q3 		$149K Sell
2,684
-7
-0.3% -$381 0.01% 275
2017
Q2 		$141K Buy
2,691
+2,681
+26,810% +$133K 0.02% 278
2017
Q1 		$203 Hold
10
– – ﹤0.01% 271
2016
Q4 		$203 Buy
+10
New +$459 ﹤0.01% 220

Other funds holding HIG

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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 HIG Position: Q2 2021 in Review

Sun Life Financial sold out of Hartford Financial Services (HIG) in Q2 2021, closing a stake of 211 shares — an estimated $14K sold.

Sun Life Financial first reported a position in HIG in Q4 2016 and held it in 18 quarters. The position peaked at $149K in Q3 2017. 669 funds tracked by Wall St. Rank hold HIG as of Q2 2021.

  • Sun Life Financial reported no remaining Hartford Financial Services position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 211 Hartford Financial Services shares in Q2 2021, an estimated $14K.
  • Sun Life Financial first reported a position in Hartford Financial Services in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Hartford Financial Services position peaked at $149K in Q3 2017.
  • 669 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2021.

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