Sun Life Financial’s Coca-Cola KO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,303	Closed	-$121K	–	305
2021 Q1	$121K	Buy	2,303 +12	+0.5%	+$630	0.01%	136
2020 Q4	$126K	Sell	2,291 -33	-1%	-$1.82K	0.02%	129
2020 Q3	$115K	Buy	2,324 +31	+1%	+$1.53K	0.02%	133
2020 Q2	$102K	Buy	2,293 +83	+4%	+$3.69K	0.02%	125
2020 Q1	$98K	Sell	2,210 -27	-1%	-$1.2K	0.02%	114
2019 Q4	$124K	Sell	2,237 -905	-29%	-$50.2K	0.03%	114
2019 Q3	$171K	Buy	3,142 +27	+0.9%	+$1.47K	0.04%	198
2019 Q2	$159K	Sell	3,115 -3,451	-53%	-$176K	0.04%	200
2019 Q1	$308K	Sell	6,566 -27,994	-81%	-$1.31M	0.07%	150
2018 Q4	$1.64M	Sell	34,560 -3,065	-8%	-$145K	0.35%	39
2018 Q3	$1.74M	Buy	37,625 +391	+1%	+$18.1K	0.32%	48
2018 Q2	$1.63M	Buy	37,234 +35,328	+1,854%	+$1.55M	0.23%	63
2018 Q1	$43.9K	Sell	1,906 -32,036	-94%	-$738K	0.39%	42
2017 Q4	$1.56M	Sell	33,942 -1,727	-5%	-$79.2K	0.16%	61
2017 Q3	$1.61M	Buy	35,669 +2,998	+9%	+$135K	0.16%	55
2017 Q2	$1.47M	Buy	32,671 +32,396	+11,780%	+$1.45M	0.16%	54
2017 Q1	$6.48K	Buy	275 +44	+19%	+$1.04K	0.01%	69
2016 Q4	$5.57K	Sell	231 -3,822	-94%	-$92.2K	0.06%	42
2016 Q3	$172K	Sell	4,053 -5,923	-59%	-$251K	0.02%	75
2016 Q2	$452K	Sell	9,976 -7,440	-43%	-$337K	0.05%	84
2016 Q1	$59K	Sell	17,416 -4,618	-21%	-$15.6K	0.11%	33
2015 Q4	$947K	Sell	22,034 -7,138	-24%	-$307K	0.13%	69
2015 Q3	$1.17M	Sell	29,172 -16,095	-36%	-$646K	0.25%	61
2015 Q2	$1.78M	Hold	45,267	–	–	0.19%	69
2015 Q1	$1.84M	Sell	45,267 -9,841	-18%	-$399K	0.19%	68
2014 Q4	$2.33M	Sell	55,108 -7,730	-12%	-$326K	0.24%	64
2014 Q3	$2.68M	Sell	62,838 -14,428	-19%	-$616K	0.28%	63
2014 Q2	$3.27M	Sell	77,266 -7,438	-9%	-$315K	0.34%	65
2014 Q1	$3.28M	Sell	84,704 -37,646	-31%	-$1.46M	0.33%	69
2013 Q4	$5.05M	Sell	122,350 -35,659	-23%	-$1.47M	0.45%	61
2013 Q3	$5.99M	Sell	158,009 -9,375	-6%	-$355K	0.54%	57
2013 Q2	$6.71M	Buy	+167,384	New	+$6.71M	0.57%	47