Sun Life Financial’s Mister Car Wash MCW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,894,938	Closed	-$22.8M	–	40
2025 Q1	$22.8M	Sell	2,894,938 -906,200	-24%	-$7.01M	1.45%	16
2024 Q4	$27.7M	Sell	3,801,138 -5,468,100	-59%	-$39.9M	1.55%	15
2024 Q3	$62M	Hold	9,269,238	–	–	3.46%	8
2024 Q2	$66M	Hold	9,269,238	–	–	3.95%	8
2024 Q1	$71.8M	Hold	9,269,238	–	–	4.52%	7
2023 Q4	$80.1M	Hold	9,269,238	–	–	4.84%	4
2023 Q3	$51.1M	Hold	9,269,238	–	–	3.76%	5
2023 Q2	$89.4M	Hold	9,269,238	–	–	5.47%	3
2023 Q1	$79.9M	Hold	9,269,238	–	–	5.67%	2
2022 Q4	$85.6M	Hold	9,269,238	–	–	6.55%	2
2022 Q3	$79.5M	Hold	9,269,238	–	–	6.37%	2
2022 Q2	$101M	Hold	9,269,238	–	–	7.6%	2
2022 Q1	$137M	Hold	9,269,238	–	–	6.33%	4
2021 Q4	$169M	Hold	9,269,238	–	–	6.26%	5
2021 Q3	$169M	Sell	9,269,238 -446,799	-5%	-$8.86M	9.68%	2
2021 Q2	$209M	Buy	+9,716,037	New	+$206M	10.54%	3

Other funds holding MCW

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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