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Sun Life Financial’s Liberty Energy LBRT Stock Holding History

Sun Life Financial’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-28,434
Closed -$308K – 520
2019
Q3 		$308K Buy
28,434
+18,534
+187% +$227K 0.08% 146
2019
Q2 		$160K Hold
9,900
– – 0.04% 199
2019
Q1 		$152K Sell
9,900
-3,379
-25% -$51.8K 0.03% 225
2018
Q4 		$172K Buy
13,279
+67
+0.5% +$1.22K 0.04% 220
2018
Q3 		$285K Buy
+13,212
New +$256K 0.05% 180

Other funds holding LBRT

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $503M AUM 0.36% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

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

Sun Life Financial sold out of Liberty Energy (LBRT) in Q4 2019, closing a stake of 28,434 shares — an estimated $308K sold.

Sun Life Financial first reported a position in LBRT in Q3 2018 and held it in 5 quarters. The position peaked at $308K in Q3 2019. 112 funds tracked by Wall St. Rank hold LBRT as of Q4 2019.

  • Sun Life Financial reported no remaining Liberty Energy position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 28,434 Liberty Energy shares in Q4 2019, an estimated $308K.
  • Sun Life Financial first reported a position in Liberty Energy in Q3 2018 and held it in 5 quarters.
  • Sun Life Financial's Liberty Energy position peaked at $308K in Q3 2019.
  • 112 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2019.

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