Sun Life Financial’s KeyCorp KEY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-564	Closed	-$11K	–	297
2021 Q1	$11K	Sell	564 -12	-2%	-$232	﹤0.01%	382
2020 Q4	$9K	Buy	576 +2	+0.3%	+$29	﹤0.01%	393
2020 Q3	$7K	Sell	574 -14	-2%	-$171	﹤0.01%	409
2020 Q2	$7K	Buy	588 +8	+1%	+$93	﹤0.01%	358
2020 Q1	$6K	Sell	580 -32,336	-98%	-$538K	﹤0.01%	343
2019 Q4	$666K	Sell	32,916 -18,674	-36%	-$352K	0.18%	65
2019 Q3	$920K	Buy	51,590 +23,148	+81%	+$400K	0.24%	66
2019 Q2	$505K	Sell	28,442 -31,775	-53%	-$537K	0.13%	98
2019 Q1	$948K	Buy	60,217 +57,310	+1,971%	+$956K	0.21%	77
2018 Q4	$43K	Sell	2,907 -5	-0.2%	-$88	0.01%	416
2018 Q3	$58K	Buy	2,912 +36	+1%	+$748	0.01%	407
2018 Q2	$56K	Buy	2,876 +2,686	+1,414%	+$53.6K	0.01%	406
2018 Q1	$9.72K	Sell	190 -2,180	-92%	-$45.7K	0.09%	102
2017 Q4	$48K	Sell	2,370 -5,608	-70%	-$106K	﹤0.01%	277
2017 Q3	$150K	Sell	7,978 -69	-0.9%	-$1.25K	0.01%	274
2017 Q2	$151K	Buy	8,047 +8,037	+80,370%	+$145K	0.02%	268
2017 Q1	$579	Sell	10 -1	-9%	-$18	﹤0.01%	160
2016 Q4	$578	Buy	+11	New	+$173	0.01%	110

Other funds holding KEY

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

Capital International Investors

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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Geode Capital Management

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

Capital World Investors

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return