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 +2	+25%	+$214	﹤0.01%	418
2016 Q4	$89	Buy	+8	New	+$808	﹤0.01%	372

Other funds holding MCO

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

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