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	Hold	7	–	–	﹤0.01%	328
2016 Q4	$148	Buy	+7	New	+$307	﹤0.01%	281

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Dimensional Fund Advisors

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