SLF
HRTG icon

Sun Life Financial’s Heritage Insurance Holdings HRTG Stock Holding History

Sun Life Financial’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10,689
Closed -$178K – 629
2018
Q2 		$178K Buy
+10,689
New +$176K 0.03% 240

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PC
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CS
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LSV Asset Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MFIMFI
Mesirow Financial Investment Management - Fixed Income Chicago, Illinois $98.4M AUM 13.93% 1-Year Est. Return