Sun Life Financial’s IPG Photonics IPGP Stock Holding History

Sun Life Financial’s Portfolio IPGP Stock Details IPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-21	Closed	-$4K	–	284
2021 Q1	$4K	Sell	21 -1	-5%	-$227	﹤0.01%	501
2020 Q4	$5K	Hold	22	–	–	﹤0.01%	464
2020 Q3	$4K	Hold	22	–	–	﹤0.01%	468
2020 Q2	$4K	Hold	22	–	–	﹤0.01%	420
2020 Q1	$2K	Buy	22 +1	+5%	+$131	﹤0.01%	441
2019 Q4	$3K	Sell	21 -8	-28%	-$1.11K	﹤0.01%	450
2019 Q3	$4K	Hold	29	–	–	﹤0.01%	594
2019 Q2	$4K	Sell	29 -1,767	-98%	-$267K	﹤0.01%	594
2019 Q1	$273K	Sell	1,796 -31	-2%	-$4.39K	0.06%	164
2018 Q4	$207K	Buy	1,827 +266	+17%	+$35.4K	0.04%	190
2018 Q3	$244K	Buy	1,561 +8	+0.5%	+$1.48K	0.04%	205
2018 Q2	$343K	Buy	1,553 +1,513	+3,783%	+$357K	0.05%	159
2018 Q1	$172	Buy	+40	New	+$9.87K	﹤0.01%	479

Other funds holding IPGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return