SLF
IT icon

Sun Life Financial’s Gartner IT Stock Holding History

Sun Life Financial’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-53
Closed -$10K – 288
2021
Q1 		$10K Hold
53
– – ﹤0.01% 398
2020
Q4 		$8K Sell
53
-1
-2% -$144 ﹤0.01% 410
2020
Q3 		$7K Hold
54
– – ﹤0.01% 406
2020
Q2 		$7K Hold
54
– – ﹤0.01% 356
2020
Q1 		$5K Buy
54
+1
+2% +$137 ﹤0.01% 369
2019
Q4 		$8K Sell
53
-20
-27% -$3.05K ﹤0.01% 356
2019
Q3 		$10K Buy
73
+1
+1% +$145 ﹤0.01% 504
2019
Q2 		$12K Sell
72
-80
-53% -$12.5K ﹤0.01% 471
2019
Q1 		$23K Sell
152
-98
-39% -$13.6K 0.01% 475
2018
Q4 		$32K Buy
250
+1
+0.4% +$144 0.01% 475
2018
Q3 		$39K Buy
249
+1
+0.4% +$145 0.01% 489
2018
Q2 		$33K Buy
248
+199
+406% +$25.5K ﹤0.01% 517
2018
Q1 		$413 Sell
49
-148
-75% -$18.5K ﹤0.01% 445
2017
Q4 		$24K Sell
197
-471
-71% -$57.2K ﹤0.01% 406
2017
Q3 		$83K Buy
668
+6
+0.9% +$742 0.01% 378
2017
Q2 		$82K Buy
+662
New +$76.8K 0.01% 373

Other funds holding IT

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Sun Life Financial sold out of Gartner (IT) in Q2 2021, closing a stake of 53 shares — an estimated $10K sold.

Sun Life Financial first reported a position in IT in Q2 2017 and held it in 16 quarters. The position peaked at $83K in Q3 2017. 609 funds tracked by Wall St. Rank hold IT as of Q2 2021.

  • Sun Life Financial reported no remaining Gartner position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 53 Gartner shares in Q2 2021, an estimated $10K.
  • Sun Life Financial first reported a position in Gartner in Q2 2017 and held it in 16 quarters.
  • Sun Life Financial's Gartner position peaked at $83K in Q3 2017.
  • 609 funds tracked by Wall St. Rank held Gartner as of Q2 2021.

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