SLF
IBM icon

Sun Life Financial’s IBM IBM Stock Holding History

Sun Life Financial’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,669
Closed -$217K – 75
2022
Q1 		$217K Hold
1,669
– – 0.01% 77
2021
Q4 		$223K Buy
+1,669
New +$209K 0.01% 77
2021
Q2 		– Sell
-3,029
Closed -$386K – 274
2021
Q1 		$386K Buy
3,029
+604
+25% +$72.3K 0.03% 77
2020
Q4 		$292K Sell
2,425
-3,223
-57% -$372K 0.04% 88
2020
Q3 		$657K Sell
5,648
-1,108
-16% -$130K 0.1% 60
2020
Q2 		$780K Buy
6,756
+162
+2% +$18.8K 0.15% 47
2020
Q1 		$699K Buy
6,594
+1,064
+19% +$135K 0.18% 37
2019
Q4 		$709K Sell
5,530
-3,061
-36% -$398K 0.19% 59
2019
Q3 		$1.19M Buy
8,591
+2,581
+43% +$348K 0.31% 42
2019
Q2 		$792K Sell
6,010
-6,719
-53% -$883K 0.2% 41
2019
Q1 		$1.72M Sell
12,729
-1,798
-12% -$229K 0.38% 32
2018
Q4 		$1.58M Sell
14,527
-1,167
-7% -$140K 0.33% 42
2018
Q3 		$2.27M Buy
15,694
+1,382
+10% +$193K 0.41% 30
2018
Q2 		$1.91M Buy
14,312
+11,876
+488% +$1.66M 0.27% 43
2018
Q1 		$15.2K Sell
2,436
-11,223
-82% -$1.7M 0.14% 85
2017
Q4 		$2M Buy
13,659
+2,052
+18% +$298K 0.21% 38
2017
Q3 		$1.61M Buy
11,607
+1,779
+18% +$248K 0.16% 54
2017
Q2 		$1.45M Buy
9,828
+9,174
+1,403% +$1.38M 0.15% 56
2017
Q1 		$3.59K Buy
654
+375
+134% +$62.9K 0.01% 93
2016
Q4 		$1.61K Buy
+279
New +$42.5K 0.02% 74
2016
Q2 		– Sell
-313
Closed -$45.3K – 135
2016
Q1 		$45.3K Buy
+313
New +$40K 0.09% 40

Other funds holding IBM

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sun Life Financial's IBM Position: Q2 2022 in Review

Sun Life Financial sold out of IBM (IBM) in Q2 2022, closing a stake of 1,669 shares — an estimated $217K sold.

Sun Life Financial first reported a position in IBM in Q1 2016 and held it in 21 quarters. The position peaked at $2.27M in Q3 2018. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

  • Sun Life Financial reported no remaining IBM position as of Q2 2022 after selling out during the quarter.
  • Sun Life Financial sold 1,669 IBM shares in Q2 2022, an estimated $217K.
  • Sun Life Financial first reported a position in IBM in Q1 2016 and held it in 21 quarters.
  • Sun Life Financial's IBM position peaked at $2.27M in Q3 2018.
  • 2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Sun Life Financial's 13F filing for Q2 2022, filed 15 Aug 2022.