SLF
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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 $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.9T AUM 41.92% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return