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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return