Sun Life Financial’s Labcorp LH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-64	Closed	-$14K	–	311
2021 Q1	$14K	Sell	64 -4	-6%	-$803	﹤0.01%	332
2020 Q4	$12K	Sell	68 -1	-1%	-$173	﹤0.01%	332
2020 Q3	$11K	Buy	69 +1	+1%	+$158	﹤0.01%	330
2020 Q2	$10K	Buy	68 +2	+3%	+$277	﹤0.01%	301
2020 Q1	$7K	Hold	66	–	–	﹤0.01%	320
2019 Q4	$10K	Sell	66 -27	-29%	-$3.9K	﹤0.01%	317
2019 Q3	$13K	Hold	93	–	–	﹤0.01%	463
2019 Q2	$14K	Sell	93 -103	-53%	-$14.4K	﹤0.01%	448
2019 Q1	$26K	Sell	196 -131	-40%	-$16.1K	0.01%	453
2018 Q4	$36K	Buy	327 +2	+0.6%	+$268	0.01%	447
2018 Q3	$48K	Buy	325 +3	+0.9%	+$456	0.01%	441
2018 Q2	$50K	Buy	322 +235	+270%	+$35.5K	0.01%	432
2018 Q1	$463	Sell	87 -171	-66%	-$25.1K	﹤0.01%	438
2017 Q4	$35K	Sell	258 -617	-71%	-$81.5K	﹤0.01%	325
2017 Q3	$114K	Buy	875 +9	+1%	+$1.2K	0.01%	319
2017 Q2	$115K	Buy	866 +857	+9,522%	+$105K	0.01%	315
2017 Q1	$55	Buy	9 +1	+13%	+$118	﹤0.01%	498
2016 Q4	$55	Buy	+8	New	+$889	﹤0.01%	449

Other funds holding LH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Melvin Capital Management New York $9.8B AUM 16.31% 1-Year Est. Return

Geode Capital Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return