SLF
IPG

Sun Life Financial’s Interpublic Group of Companies IPG Stock Holding History

Sun Life Financial’s Portfolio IPG Stock Details IPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-9,935
Closed -$290K – 283
2021
Q1 		$290K Sell
9,935
-3,288
-25% -$86.8K 0.03% 96
2020
Q4 		$311K Sell
13,223
-22,199
-63% -$466K 0.04% 82
2020
Q3 		$590K Buy
35,422
+5,156
+17% +$92K 0.09% 71
2020
Q2 		$519K Sell
30,266
-378
-1% -$6.23K 0.1% 79
2020
Q1 		$496K Buy
30,644
+3,394
+12% +$71.7K 0.12% 56
2019
Q4 		$629K Sell
27,250
-15,502
-36% -$341K 0.17% 69
2019
Q3 		$922K Buy
42,752
+20,131
+89% +$435K 0.24% 65
2019
Q2 		$511K Sell
22,621
-25,213
-53% -$560K 0.13% 95
2019
Q1 		$1M Buy
47,834
+46,779
+4,434% +$1.04M 0.22% 73
2018
Q4 		$22K Buy
1,055
+2
+0.2% +$46 ﹤0.01% 548
2018
Q3 		$24K Buy
1,053
+8
+0.8% +$181 ﹤0.01% 574
2018
Q2 		$24K Buy
1,045
+1,005
+2,513% +$23.6K ﹤0.01% 573
2018
Q1 		$1.76K Sell
40
-812
-95% -$18.2K 0.02% 231
2017
Q4 		$17K Sell
852
-2,038
-71% -$40.6K ﹤0.01% 450
2017
Q3 		$60K Buy
2,890
+3
+0.1% +$65 0.01% 434
2017
Q2 		$71K Buy
2,887
+2,882
+57,640% +$70.4K 0.01% 407
2017
Q1 		$213 Buy
+5
New +$120 ﹤0.01% 262

Other funds holding IPG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sun Life Financial sold out of Interpublic Group of Companies (IPG) in Q2 2021, closing a stake of 9,935 shares — an estimated $290K sold.

Sun Life Financial first reported a position in IPG in Q1 2017 and held it in 17 quarters. The position peaked at $1M in Q1 2019. 621 funds tracked by Wall St. Rank hold IPG as of Q2 2021.

  • Sun Life Financial reported no remaining Interpublic Group of Companies position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 9,935 Interpublic Group of Companies shares in Q2 2021, an estimated $290K.
  • Sun Life Financial first reported a position in Interpublic Group of Companies in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Interpublic Group of Companies position peaked at $1M in Q1 2019.
  • 621 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2021.

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