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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 Buy
+5
New +$236 ﹤0.01% 478

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Sun Life Financial sold out of Jacobs Solutions (J) in Q2 2021, closing a stake of 93 shares — an estimated $10K sold.

Sun Life Financial first reported a position in J in Q1 2017 and held it in 17 quarters. The position peaked at $51K in Q3 2017. 688 funds tracked by Wall St. Rank hold J as of Q2 2021.

  • Sun Life Financial reported no remaining Jacobs Solutions position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 93 Jacobs Solutions shares in Q2 2021, an estimated $10K.
  • Sun Life Financial first reported a position in Jacobs Solutions in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Jacobs Solutions position peaked at $51K in Q3 2017.
  • 688 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2021.

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