Sun Life Financial’s Jacobs Solutions J Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-93	Closed	-$10K	–	290
2021 Q1	$10K	Hold	93	–	–	﹤0.01%	399
2020 Q4	$8K	Sell	93 -1	-1%	-$85	﹤0.01%	411
2020 Q3	$7K	Sell	94 -4	-4%	-$292	﹤0.01%	407
2020 Q2	$7K	Sell	98 -1	-1%	-$67	﹤0.01%	357
2020 Q1	$7K	Buy	99 +2	+2%	+$150	﹤0.01%	317
2019 Q4	$7K	Sell	97 -36	-27%	-$2.72K	﹤0.01%	377
2019 Q3	$10K	Buy	133 +19	+17%	+$1.36K	﹤0.01%	505
2019 Q2	$8K	Sell	114 -128	-53%	-$8.26K	﹤0.01%	544
2019 Q1	$15K	Sell	242 -157	-39%	-$8.84K	﹤0.01%	555
2018 Q4	$19K	Buy	399 +1	+0.3%	+$57	﹤0.01%	564
2018 Q3	$25K	Buy	398 +4	+1%	+$235	﹤0.01%	570
2018 Q2	$21K	Buy	394 +355	+910%	+$18.3K	﹤0.01%	586
2018 Q1	$549	Sell	39 -279	-88%	-$14.8K	﹤0.01%	419
2017 Q4	$17K	Sell	318 -747	-70%	-$38.3K	﹤0.01%	451
2017 Q3	$51K	Hold	1,065	–	–	0.01%	452
2017 Q2	$48K	Buy	1,065 +1,060	+21,200%	+$47.1K	0.01%	451
2017 Q1	$65	Hold	5	–	–	﹤0.01%	478
2016 Q4	$65	Buy	+5	New	+$230	﹤0.01%	428

Other funds holding J

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

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

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return