SLF
HRI icon

Sun Life Financial’s Herc Holdings HRI Stock Holding History

Sun Life Financial’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,548
Closed -$305K – 510
2019
Q3 		$305K Buy
6,548
+37
+0.6% +$1.61K 0.08% 148
2019
Q2 		$298K Hold
6,511
– – 0.07% 144
2019
Q1 		$254K Buy
6,511
+35
+0.5% +$1.32K 0.06% 170
2018
Q4 		$168K Buy
6,476
+2,146
+50% +$74.8K 0.04% 223
2018
Q3 		$222K Buy
4,330
+546
+14% +$29.5K 0.04% 218
2018
Q2 		$213K Buy
+3,784
New +$221K 0.03% 213

Other funds holding HRI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return