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Sun Life Financial’s MSCI MSCI Stock Holding History

Sun Life Financial’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-50
Closed -$21K – 347
2021
Q1 		$21K Buy
50
+1
+2% +$420 ﹤0.01% 261
2020
Q4 		$22K Sell
49
-2
-4% -$785 ﹤0.01% 236
2020
Q3 		$18K Buy
51
+1
+2% +$363 ﹤0.01% 253
2020
Q2 		$17K Sell
50
-1
-2% -$323 ﹤0.01% 224
2020
Q1 		$15K Buy
51
+1
+2% +$283 ﹤0.01% 214
2019
Q4 		$13K Sell
50
-19
-28% -$4.63K ﹤0.01% 280
2019
Q3 		$15K Buy
69
+1
+1% +$232 ﹤0.01% 447
2019
Q2 		$16K Sell
68
-76
-53% -$17K ﹤0.01% 428
2019
Q1 		$29K Sell
144
-100
-41% -$17.4K 0.01% 433
2018
Q4 		$36K Buy
244
+1
+0.4% +$152 0.01% 449
2018
Q3 		$43K Buy
243
+1
+0.4% +$174 0.01% 471
2018
Q2 		$40K Buy
+242
New +$38.2K 0.01% 465

Other funds holding MSCI

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sun Life Financial sold out of MSCI (MSCI) in Q2 2021, closing a stake of 50 shares — an estimated $21K sold.

Sun Life Financial first reported a position in MSCI in Q2 2018 and held it in 12 quarters. The position peaked at $43K in Q3 2018. 756 funds tracked by Wall St. Rank hold MSCI as of Q2 2021.

  • Sun Life Financial reported no remaining MSCI position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 50 MSCI shares in Q2 2021, an estimated $21K.
  • Sun Life Financial first reported a position in MSCI in Q2 2018 and held it in 12 quarters.
  • Sun Life Financial's MSCI position peaked at $43K in Q3 2018.
  • 756 funds tracked by Wall St. Rank held MSCI as of Q2 2021.

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