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Sun Life Financial’s Moody's MCO Stock Holding History

Sun Life Financial’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-95
Closed -$28K – 330
2021
Q1 		$28K Sell
95
-1
-1% -$282 ﹤0.01% 225
2020
Q4 		$28K Hold
96
– – ﹤0.01% 212
2020
Q3 		$28K Hold
96
– – ﹤0.01% 212
2020
Q2 		$26K Buy
96
+1
+1% +$254 0.01% 195
2020
Q1 		$20K Hold
95
– – 0.01% 198
2019
Q4 		$23K Sell
95
-39
-29% -$8.67K 0.01% 208
2019
Q3 		$27K Buy
134
+1
+0.8% +$210 0.01% 363
2019
Q2 		$26K Sell
133
-149
-53% -$28.3K 0.01% 359
2019
Q1 		$51K Sell
282
-177
-39% -$29.1K 0.01% 355
2018
Q4 		$64K Buy
459
+2
+0.4% +$302 0.01% 347
2018
Q3 		$76K Buy
457
+5
+1% +$879 0.01% 369
2018
Q2 		$77K Buy
452
+330
+270% +$55.9K 0.01% 361
2018
Q1 		$758 Sell
122
-241
-66% -$39K 0.01% 358
2017
Q4 		$54K Sell
363
-861
-70% -$126K 0.01% 262
2017
Q3 		$170K Sell
1,224
-6
-0.5% -$789 0.02% 255
2017
Q2 		$150K Buy
1,230
+1,220
+12,200% +$143K 0.02% 271
2017
Q1 		$89 Buy
+10
New +$1.07K ﹤0.01% 418

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sun Life Financial's MCO Position: Q2 2021 in Review

Sun Life Financial sold out of Moody's (MCO) in Q2 2021, closing a stake of 95 shares — an estimated $28K sold.

Sun Life Financial first reported a position in MCO in Q1 2017 and held it in 17 quarters. The position peaked at $170K in Q3 2017. 939 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

  • Sun Life Financial reported no remaining Moody's position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 95 Moody's shares in Q2 2021, an estimated $28K.
  • Sun Life Financial first reported a position in Moody's in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Moody's position peaked at $170K in Q3 2017.
  • 939 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.