Sun Life Financial’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,285
| Closed | -$376K | – | 59 |
|
|
2023
Q1 | $376K | Hold |
4,285
| – | – | 0.03% | 57 |
|
|
2022
Q4 | $432K | Sell |
4,285
-267
| -6% | -$27.2K | 0.03% | 54 |
|
|
2022
Q3 | $421K | Sell |
4,552
-891
| -16% | -$97.7K | 0.03% | 54 |
|
|
2022
Q2 | $591K | Sell |
5,443
-226
| -4% | -$27.3K | 0.04% | 51 |
|
|
2022
Q1 | $704K | Sell |
5,669
-189
| -3% | -$25.1K | 0.03% | 58 |
|
|
2021
Q4 | $869K | Buy |
5,858
+318
| +6% | +$47.4K | 0.03% | 57 |
|
|
2021
Q3 | $812K | Buy |
5,540
+1,300
| +31% | +$211K | 0.05% | 50 |
|
|
2021
Q2 | $705K | Sell |
4,240
-1,813
| -30% | -$303K | 0.04% | 41 |
|
|
2021
Q1 | $974K | Buy |
6,053
+164
| +3% | +$24.5K | 0.08% | 41 |
|
|
2020
Q4 | $860K | Sell |
5,889
-2,324
| -28% | -$330K | 0.11% | 42 |
|
|
2020
Q3 | $1.1M | Sell |
8,213
-899
| -10% | -$121K | 0.18% | 32 |
|
|
2020
Q2 | $1.19M | Sell |
9,112
-61
| -0.7% | -$7.69K | 0.23% | 29 |
|
|
2020
Q1 | $1.05M | Buy |
9,173
+4,428
| +93% | +$583K | 0.26% | 20 |
|
|
2019
Q4 | $700K | Sell |
4,745
-75
| -2% | -$10.5K | 0.19% | 60 |
|
|
2019
Q3 | $661K | Sell |
4,820
-169
| -3% | -$23.6K | 0.17% | 80 |
|
|
2019
Q2 | $721K | Sell |
4,989
-842
| -14% | -$130K | 0.18% | 53 |
|
|
2019
Q1 | $1.01M | Sell |
5,831
-1,108
| -16% | -$187K | 0.22% | 72 |
|
|
2018
Q4 | $1.11M | Buy |
6,939
+11
| +0.2% | +$1.83K | 0.23% | 60 |
|
|
2018
Q3 | $1.22M | Buy |
6,928
+4
| +0.1% | +$689 | 0.22% | 78 |
|
|
2018
Q2 | $1.14M | Buy |
6,924
+5,177
| +296% | +$883K | 0.16% | 80 |
|
|
2018
Q1 | $6.66K | Sell |
1,747
-4,478
| -72% | -$887K | 0.06% | 121 |
|
|
2017
Q4 | $1.23M | Sell |
6,225
-3,692
| -37% | -$710K | 0.13% | 81 |
|
|
2017
Q3 | $1.74M | Sell |
9,917
-595
| -6% | -$103K | 0.17% | 52 |
|
|
2017
Q2 | $1.83M | Buy |
10,512
+10,438
| +14,105% | +$1.75M | 0.2% | 45 |
|
|
2017
Q1 | $322 | Buy |
74
+6
| +9% | +$920 | ﹤0.01% | 213 |
|
|
2016
Q4 | $322 | Sell |
68
-1,642
| -96% | -$237K | ﹤0.01% | 159 |
|
|
2016
Q3 | $252K | Sell |
1,710
-2,501
| -59% | -$373K | 0.03% | 54 |
|
|
2016
Q2 | $617K | Sell |
4,211
-2,611
| -38% | -$368K | 0.07% | 65 |
|
|
2016
Q1 | $950 | Sell |
6,822
-2,479
| -27% | -$318K | ﹤0.01% | 108 |
|
|
2015
Q4 | $1.17M | Sell |
9,301
-3,013
| -24% | -$387K | 0.16% | 57 |
|
|
2015
Q3 | $1.46M | Sell |
12,314
-6,793
| -36% | -$835K | 0.31% | 50 |
|
|
2015
Q2 | $2.46M | Hold |
19,107
| – | – | 0.26% | 51 |
|
|
2015
Q1 | $2.63M | Sell |
19,107
-4,154
| -18% | -$572K | 0.27% | 48 |
|
|
2014
Q4 | $3.2M | Sell |
23,261
-3,263
| -12% | -$419K | 0.34% | 44 |
|
|
2014
Q3 | $3.14M | Sell |
26,524
-5,306
| -17% | -$638K | 0.33% | 52 |
|
|
2014
Q2 | $3.81M | Sell |
31,830
-3,140
| -9% | -$369K | 0.4% | 44 |
|
|
2014
Q1 | $3.97M | Sell |
34,970
-16,862
| -33% | -$1.87M | 0.4% | 55 |
|
|
2013
Q4 | $6.08M | Sell |
51,832
-15,084
| -23% | -$1.61M | 0.54% | 47 |
|
|
2013
Q3 | $6.68M | Sell |
66,916
-3,976
| -6% | -$387K | 0.6% | 45 |
|
|
2013
Q2 | $6.48M | Buy |
+70,892
| New | +$6.44M | 0.55% | 56 |
|
Other funds holding MMM
Sun Life Financial's MMM Position: Q2 2023 in Review
Sun Life Financial sold out of 3M (MMM) in Q2 2023, closing a stake of 4,285 shares — an estimated $376K sold.
Sun Life Financial first reported a position in MMM in Q2 2013 and held it in 40 quarters. The position peaked at $6.68M in Q3 2013. 1,877 funds tracked by Wall St. Rank hold MMM as of Q2 2023.
- Sun Life Financial reported no remaining 3M position as of Q2 2023 after selling out during the quarter.
- Sun Life Financial sold 4,285 3M shares in Q2 2023, an estimated $376K.
- Sun Life Financial first reported a position in 3M in Q2 2013 and held it in 40 quarters.
- Sun Life Financial's 3M position peaked at $6.68M in Q3 2013.
- 1,877 funds tracked by Wall St. Rank held 3M as of Q2 2023.
Based on Sun Life Financial's 13F filing for Q2 2023, filed 11 Aug 2023.