Sun Life Financial’s Masco MAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-151	Closed	-$9K	–	327
2021 Q1	$9K	Sell	151 -5	-3%	-$279	﹤0.01%	414
2020 Q4	$9K	Sell	156 -2	-1%	-$110	﹤0.01%	396
2020 Q3	$9K	Sell	158 -11	-7%	-$616	﹤0.01%	361
2020 Q2	$8K	Buy	169 +1	+0.6%	+$43	﹤0.01%	338
2020 Q1	$6K	Sell	168 -3	-2%	-$131	﹤0.01%	346
2019 Q4	$8K	Sell	171 -68	-28%	-$3.09K	﹤0.01%	360
2019 Q3	$10K	Buy	239 +1	+0.4%	+$40	﹤0.01%	509
2019 Q2	$9K	Sell	238 -264	-53%	-$10.2K	﹤0.01%	521
2019 Q1	$20K	Sell	502 -348	-41%	-$12.4K	﹤0.01%	508
2018 Q4	$25K	Sell	850 -1	-0.1%	-$31	0.01%	533
2018 Q3	$31K	Buy	851 +8	+0.9%	+$308	0.01%	538
2018 Q2	$32K	Buy	843 +785	+1,353%	+$30.2K	﹤0.01%	527
2018 Q1	$1.43K	Sell	58 -631	-92%	-$27.1K	0.01%	262
2017 Q4	$30K	Sell	689 -1,656	-71%	-$67.3K	﹤0.01%	360
2017 Q3	$91K	Buy	2,345 +6	+0.3%	+$226	0.01%	359
2017 Q2	$89K	Buy	2,339 +2,333	+38,883%	+$85.3K	0.01%	363
2017 Q1	$173	Hold	6	–	–	﹤0.01%	291
2016 Q4	$176	Buy	+6	New	+$192	﹤0.01%	236

Other funds holding MAS

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Geode Capital Management

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

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return