Sun Life Financial’s Knoll, Inc. KNL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-3,936	Closed	-$100K	–	618
2019 Q3	$100K	Buy	3,936 +22	+0.6%	+$521	0.03%	236
2019 Q2	$90K	Hold	3,914	–	–	0.02%	245
2019 Q1	$74K	Sell	3,914 -3,027	-44%	-$60K	0.02%	309
2018 Q4	$114K	Buy	6,941 +35	+0.5%	+$684	0.02%	278
2018 Q3	$162K	Buy	6,906 +43	+0.6%	+$972	0.03%	266
2018 Q2	$143K	Buy	+6,863	New	+$141K	0.02%	273

Other funds holding KNL

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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sun Life Financial's KNL Position: Q4 2019 in Review

Sun Life Financial sold out of Knoll, Inc. (KNL) in Q4 2019, closing a stake of 3,936 shares — an estimated $100K sold.

Sun Life Financial first reported a position in KNL in Q2 2018 and held it in 6 quarters. The position peaked at $162K in Q3 2018. 195 funds tracked by Wall St. Rank hold KNL as of Q4 2019.

Sun Life Financial reported no remaining Knoll, Inc. position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 3,936 Knoll, Inc. shares in Q4 2019, an estimated $100K.
Sun Life Financial first reported a position in Knoll, Inc. in Q2 2018 and held it in 6 quarters.
Sun Life Financial's Knoll, Inc. position peaked at $162K in Q3 2018.
195 funds tracked by Wall St. Rank held Knoll, Inc. as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.