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Sun Life Financial’s IDEX IEX Stock Holding History

Sun Life Financial’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-45
Closed -$9K – 277
2021
Q1 		$9K Hold
45
– – ﹤0.01% 412
2020
Q4 		$9K Hold
45
– – ﹤0.01% 391
2020
Q3 		$8K Hold
45
– – ﹤0.01% 380
2020
Q2 		$7K Hold
45
– – ﹤0.01% 355
2020
Q1 		$6K Hold
45
– – ﹤0.01% 342
2019
Q4 		$8K Sell
45
-16
-26% -$2.59K ﹤0.01% 354
2019
Q3 		$10K Buy
+61
New +$10.1K ﹤0.01% 503

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return