Sun Life Financial’s MarketAxess Holdings MKTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-23	Closed	-$11K	–	337
2021 Q1	$11K	Hold	23	–	–	﹤0.01%	383
2020 Q4	$13K	Hold	23	–	–	﹤0.01%	324
2020 Q3	$11K	Buy	23 +1	+5%	+$494	﹤0.01%	331
2020 Q2	$11K	Hold	22	–	–	﹤0.01%	289
2020 Q1	$7K	Hold	22	–	–	﹤0.01%	322
2019 Q4	$8K	Sell	22 -8	-27%	-$2.93K	﹤0.01%	361
2019 Q3	$10K	Buy	+30	New	+$10.7K	﹤0.01%	510

Other funds holding MKTX

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Sun Life Financial sold out of MarketAxess Holdings (MKTX) in Q2 2021, closing a stake of 23 shares — an estimated $11K sold.

Sun Life Financial first reported a position in MKTX in Q3 2019 and held it in 7 quarters. The position peaked at $13K in Q4 2020. 551 funds tracked by Wall St. Rank hold MKTX as of Q2 2021.

Sun Life Financial reported no remaining MarketAxess Holdings position as of Q2 2021 after selling out during the quarter.
Sun Life Financial sold 23 MarketAxess Holdings shares in Q2 2021, an estimated $11K.
Sun Life Financial first reported a position in MarketAxess Holdings in Q3 2019 and held it in 7 quarters.
Sun Life Financial's MarketAxess Holdings position peaked at $13K in Q4 2020.
551 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2021.

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