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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

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Sun Life Financial sold out of IDEX (IEX) in Q2 2021, closing a stake of 45 shares — an estimated $9K sold.

Sun Life Financial first reported a position in IEX in Q3 2019 and held it in 7 quarters. The position peaked at $10K in Q3 2019. 546 funds tracked by Wall St. Rank hold IEX as of Q2 2021.

  • Sun Life Financial reported no remaining IDEX position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 45 IDEX shares in Q2 2021, an estimated $9K.
  • Sun Life Financial first reported a position in IDEX in Q3 2019 and held it in 7 quarters.
  • Sun Life Financial's IDEX position peaked at $10K in Q3 2019.
  • 546 funds tracked by Wall St. Rank held IDEX as of Q2 2021.

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