SLF
M icon

Sun Life Financial’s Macy's M Stock Holding History

Sun Life Financial’s Portfolio M Stock Details M Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-178
Closed -$1K – 472
2020
Q1 		$1K Sell
178
-5
-3% -$68 ﹤0.01% 462
2019
Q4 		$3K Sell
183
-68
-27% -$1.06K ﹤0.01% 452
2019
Q3 		$4K Hold
251
– – ﹤0.01% 597
2019
Q2 		$5K Sell
251
-268
-52% -$6.09K ﹤0.01% 585
2019
Q1 		$12K Sell
519
-329
-39% -$8.31K ﹤0.01% 574
2018
Q4 		$25K Buy
848
+6
+0.7% +$198 0.01% 532
2018
Q3 		$29K Buy
842
+13
+2% +$484 0.01% 552
2018
Q2 		$31K Buy
829
+788
+1,922% +$26.4K ﹤0.01% 529
2018
Q1 		$1.39K Sell
41
-626
-94% -$16.9K 0.01% 268
2017
Q4 		$17K Sell
667
-1,583
-70% -$34.7K ﹤0.01% 452
2017
Q3 		$49K Buy
2,250
+15
+0.7% +$330 ﹤0.01% 454
2017
Q2 		$52K Buy
2,235
+2,230
+44,600% +$57.1K 0.01% 441
2017
Q1 		$164 Buy
+5
New +$155 ﹤0.01% 306

Other funds holding M

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sun Life Financial's M Position: Q2 2020 in Review

Sun Life Financial sold out of Macy's (M) in Q2 2020, closing a stake of 178 shares — an estimated $1K sold.

Sun Life Financial first reported a position in M in Q1 2017 and held it in 13 quarters. The position peaked at $52K in Q2 2017. 377 funds tracked by Wall St. Rank hold M as of Q2 2020.

  • Sun Life Financial reported no remaining Macy's position as of Q2 2020 after selling out during the quarter.
  • Sun Life Financial sold 178 Macy's shares in Q2 2020, an estimated $1K.
  • Sun Life Financial first reported a position in Macy's in Q1 2017 and held it in 13 quarters.
  • Sun Life Financial's Macy's position peaked at $52K in Q2 2017.
  • 377 funds tracked by Wall St. Rank held Macy's as of Q2 2020.

Based on Sun Life Financial's 13F filing for Q2 2020, filed 12 Aug 2020.