Sun Life Financial’s Investors Title Co ITIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-100	Closed	-$20K	–	91
2021 Q4	$20K	Hold	100	–	–	﹤0.01%	89
2021 Q3	$18K	Hold	100	–	–	﹤0.01%	76
2021 Q2	$17K	Hold	100	–	–	﹤0.01%	76
2021 Q1	$17K	Hold	100	–	–	﹤0.01%	300
2020 Q4	$15K	Hold	100	–	–	﹤0.01%	300
2020 Q3	$13K	Hold	100	–	–	﹤0.01%	308
2020 Q2	$12K	Hold	100	–	–	﹤0.01%	277
2020 Q1	$13K	Hold	100	–	–	﹤0.01%	233
2019 Q4	$16K	Hold	100	–	–	﹤0.01%	240
2019 Q3	$16K	Hold	100	–	–	﹤0.01%	428
2019 Q2	$17K	Hold	100	–	–	﹤0.01%	415
2019 Q1	$16K	Hold	100	–	–	﹤0.01%	543
2018 Q4	$18K	Hold	100	–	–	﹤0.01%	572
2018 Q3	$17K	Hold	100	–	–	﹤0.01%	599
2018 Q2	$18K	Buy	100 +80	+400%	+$15.2K	﹤0.01%	600
2018 Q1	$100	Sell	20 -80	-80%	-$15.6K	﹤0.01%	484
2017 Q4	$20K	Hold	100	–	–	﹤0.01%	433
2017 Q3	$18K	Hold	100	–	–	﹤0.01%	508
2017 Q2	$19K	Buy	100 +84	+525%	+$15.2K	﹤0.01%	523
2017 Q1	$100	Buy	+16	New	+$2.17K	﹤0.01%	392

Other funds holding ITIC

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sun Life Financial's ITIC Position: Q1 2022 in Review

Sun Life Financial sold out of Investors Title Co (ITIC) in Q1 2022, closing a stake of 100 shares — an estimated $20K sold.

Sun Life Financial first reported a position in ITIC in Q1 2017 and held it in 20 quarters. The position peaked at $20K in Q4 2021. 79 funds tracked by Wall St. Rank hold ITIC as of Q1 2022.

Sun Life Financial reported no remaining Investors Title Co position as of Q1 2022 after selling out during the quarter.
Sun Life Financial sold 100 Investors Title Co shares in Q1 2022, an estimated $20K.
Sun Life Financial first reported a position in Investors Title Co in Q1 2017 and held it in 20 quarters.
Sun Life Financial's Investors Title Co position peaked at $20K in Q4 2021.
79 funds tracked by Wall St. Rank held Investors Title Co as of Q1 2022.

Based on Sun Life Financial's 13F filing for Q1 2022, filed 12 May 2022.