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Sun Life Financial’s McCormick & Company Non-Voting MKC Stock Holding History

Sun Life Financial’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-148
Closed -$13K – 336
2021
Q1 		$13K Hold
148
– – ﹤0.01% 340
2020
Q4 		$14K Sell
148
-2
-1% -$189 ﹤0.01% 312
2020
Q3 		$15K Buy
150
+2
+1% +$196 ﹤0.01% 280
2020
Q2 		$13K Hold
148
– – ﹤0.01% 261
2020
Q1 		$10K Buy
148
+4
+3% +$310 ﹤0.01% 265
2019
Q4 		$12K Sell
144
-56
-28% -$4.63K ﹤0.01% 291
2019
Q3 		$16K Buy
200
+2
+1% +$161 ﹤0.01% 429
2019
Q2 		$15K Sell
198
-214
-52% -$16.5K ﹤0.01% 440
2019
Q1 		$31K Sell
412
-258
-39% -$17.4K 0.01% 420
2018
Q4 		$47K Buy
670
+4
+0.6% +$287 0.01% 395
2018
Q3 		$44K Buy
666
+8
+1% +$494 0.01% 461
2018
Q2 		$38K Buy
658
+540
+458% +$28.3K 0.01% 480
2018
Q1 		$550 Sell
118
-406
-77% -$21.3K ﹤0.01% 418
2017
Q4 		$27K Sell
524
-1,218
-70% -$60.7K ﹤0.01% 383
2017
Q3 		$89K Buy
1,742
+86
+5% +$4.15K 0.01% 364
2017
Q2 		$81K Buy
1,656
+1,644
+13,700% +$83.2K 0.01% 375
2017
Q1 		$62 Buy
+12
New +$581 ﹤0.01% 484

Other funds holding MKC

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Sun Life Financial sold out of McCormick & Company Non-Voting (MKC) in Q2 2021, closing a stake of 148 shares — an estimated $13K sold.

Sun Life Financial first reported a position in MKC in Q1 2017 and held it in 17 quarters. The position peaked at $89K in Q3 2017. 947 funds tracked by Wall St. Rank hold MKC as of Q2 2021.

  • Sun Life Financial reported no remaining McCormick & Company Non-Voting position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 148 McCormick & Company Non-Voting shares in Q2 2021, an estimated $13K.
  • Sun Life Financial first reported a position in McCormick & Company Non-Voting in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's McCormick & Company Non-Voting position peaked at $89K in Q3 2017.
  • 947 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2021.

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