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Sun Life Financial’s Ingersoll Rand IR Stock Holding History

Sun Life Financial’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-217
Closed -$11K – 285
2021
Q1 		$11K Sell
217
-2
-0.9% -$93 ﹤0.01% 381
2020
Q4 		$10K Hold
219
– – ﹤0.01% 368
2020
Q3 		$8K Buy
219
+13
+6% +$435 ﹤0.01% 382
2020
Q2 		$6K Hold
206
– – ﹤0.01% 380
2020
Q1 		$5K Buy
+206
New +$6.54K ﹤0.01% 368

Other funds holding IR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Sun Life Financial sold out of Ingersoll Rand (IR) in Q2 2021, closing a stake of 217 shares — an estimated $11K sold.

Sun Life Financial first reported a position in IR in Q1 2020 and held it in 5 quarters. The position peaked at $11K in Q1 2021. 573 funds tracked by Wall St. Rank hold IR as of Q2 2021.

  • Sun Life Financial reported no remaining Ingersoll Rand position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 217 Ingersoll Rand shares in Q2 2021, an estimated $11K.
  • Sun Life Financial first reported a position in Ingersoll Rand in Q1 2020 and held it in 5 quarters.
  • Sun Life Financial's Ingersoll Rand position peaked at $11K in Q1 2021.
  • 573 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2021.

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