SLF
HWM icon

Sun Life Financial’s Howmet Aerospace HWM Stock Holding History

Sun Life Financial’s Portfolio HWM Stock Details HWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-227
Closed -$7K – 273
2021
Q1 		$7K Sell
227
-3
-1% -$86 ﹤0.01% 457
2020
Q4 		$7K Sell
230
-4
-2% -$89 ﹤0.01% 429
2020
Q3 		$4K Buy
234
+1
+0.4% +$17 ﹤0.01% 467
2020
Q2 		$4K Sell
233
-62
-21% -$815 ﹤0.01% 419
2020
Q1 		$4K Sell
295
-4
-1% -$83 ﹤0.01% 402
2019
Q4 		$7K Sell
299
-120
-29% -$2.68K ﹤0.01% 376
2019
Q3 		$8K Sell
419
-3
-0.7% -$59 ﹤0.01% 544
2019
Q2 		$8K Sell
422
-531
-56% -$8.96K ﹤0.01% 543
2019
Q1 		$14K Sell
953
-600
-39% -$8.6K ﹤0.01% 563
2018
Q4 		$20K Buy
1,553
+8
+0.5% +$125 ﹤0.01% 559
2018
Q3 		$26K Buy
1,545
+45
+3% +$716 ﹤0.01% 566
2018
Q2 		$20K Buy
1,500
+1,441
+2,442% +$21.4K ﹤0.01% 589
2018
Q1 		$1.94K Sell
59
-1,151
-95% -$23.4K 0.02% 219
2017
Q4 		$25K Sell
1,210
-2,493
-67% -$48.5K ﹤0.01% 397
2017
Q3 		$71K Sell
3,703
-523
-12% -$10K 0.01% 410
2017
Q2 		$73K Buy
4,226
+4,218
+52,725% +$85.9K 0.01% 402
2017
Q1 		$240 Buy
+8
New +$157 ﹤0.01% 247

Other funds holding HWM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

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

Sun Life Financial sold out of Howmet Aerospace (HWM) in Q2 2021, closing a stake of 227 shares — an estimated $7K sold.

Sun Life Financial first reported a position in HWM in Q1 2017 and held it in 17 quarters. The position peaked at $73K in Q2 2017. 476 funds tracked by Wall St. Rank hold HWM as of Q2 2021.

  • Sun Life Financial reported no remaining Howmet Aerospace position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 227 Howmet Aerospace shares in Q2 2021, an estimated $7K.
  • Sun Life Financial first reported a position in Howmet Aerospace in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Howmet Aerospace position peaked at $73K in Q2 2017.
  • 476 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2021.

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