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Sun Life Financial’s Loews L Stock Holding History

Sun Life Financial’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-134
Closed -$7K – 307
2021
Q1 		$7K Sell
134
-5
-4% -$244 ﹤0.01% 459
2020
Q4 		$6K Sell
139
-3
-2% -$121 ﹤0.01% 450
2020
Q3 		$5K Sell
142
-11
-7% -$395 ﹤0.01% 445
2020
Q2 		$5K Buy
153
+1
+0.7% +$34 ﹤0.01% 398
2020
Q1 		$5K Sell
152
-1
-0.7% -$47 ﹤0.01% 372
2019
Q4 		$8K Sell
153
-60
-28% -$3.03K ﹤0.01% 357
2019
Q3 		$11K Sell
213
-7
-3% -$361 ﹤0.01% 492
2019
Q2 		$12K Sell
220
-246
-53% -$12.6K ﹤0.01% 473
2019
Q1 		$22K Sell
466
-302
-39% -$14.3K ﹤0.01% 486
2018
Q4 		$35K Buy
768
+4
+0.5% +$189 0.01% 454
2018
Q3 		$38K Buy
764
+54
+8% +$2.71K 0.01% 498
2018
Q2 		$34K Buy
710
+649
+1,064% +$32.7K ﹤0.01% 510
2018
Q1 		$1.23K Sell
61
-543
-90% -$27.5K 0.01% 288
2017
Q4 		$30K Sell
604
-1,428
-70% -$70.6K ﹤0.01% 359
2017
Q3 		$97K Buy
2,032
+4
+0.2% +$190 0.01% 344
2017
Q2 		$95K Buy
2,028
+2,021
+28,871% +$94.7K 0.01% 352
2017
Q1 		$149 Buy
+7
New +$327 ﹤0.01% 328

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Sun Life Financial sold out of Loews (L) in Q2 2021, closing a stake of 134 shares — an estimated $7K sold.

Sun Life Financial first reported a position in L in Q1 2017 and held it in 17 quarters. The position peaked at $97K in Q3 2017. 468 funds tracked by Wall St. Rank hold L as of Q2 2021.

  • Sun Life Financial reported no remaining Loews position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 134 Loews shares in Q2 2021, an estimated $7K.
  • Sun Life Financial first reported a position in Loews in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Loews position peaked at $97K in Q3 2017.
  • 468 funds tracked by Wall St. Rank held Loews as of Q2 2021.

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