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Sun Life Financial’s M&T Bank MTB Stock Holding History

Sun Life Financial’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-76
Closed -$12K – 351
2021
Q1 		$12K Hold
76
– – ﹤0.01% 357
2020
Q4 		$10K Hold
76
– – ﹤0.01% 369
2020
Q3 		$7K Sell
76
-3
-4% -$307 ﹤0.01% 411
2020
Q2 		$8K Hold
79
– – ﹤0.01% 340
2020
Q1 		$8K Hold
79
– – ﹤0.01% 300
2019
Q4 		$13K Sell
79
-31
-28% -$5.03K ﹤0.01% 281
2019
Q3 		$17K Sell
110
-2
-2% -$315 ﹤0.01% 419
2019
Q2 		$19K Sell
112
-124
-53% -$20.5K ﹤0.01% 401
2019
Q1 		$37K Sell
236
-162
-41% -$26.6K 0.01% 393
2018
Q4 		$57K Hold
398
– – 0.01% 369
2018
Q3 		$65K Buy
398
+4
+1% +$694 0.01% 389
2018
Q2 		$67K Buy
394
+268
+213% +$48K 0.01% 376
2018
Q1 		$683 Sell
126
-205
-62% -$38.2K 0.01% 379
2017
Q4 		$57K Sell
331
-785
-70% -$130K 0.01% 252
2017
Q3 		$180K Sell
1,116
-12
-1% -$1.89K 0.02% 244
2017
Q2 		$183K Buy
1,128
+1,115
+8,577% +$176K 0.02% 243
2017
Q1 		$83 Buy
+13
New +$2.1K ﹤0.01% 434

Other funds holding MTB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Sun Life Financial sold out of M&T Bank (MTB) in Q2 2021, closing a stake of 76 shares — an estimated $12K sold.

Sun Life Financial first reported a position in MTB in Q1 2017 and held it in 17 quarters. The position peaked at $183K in Q2 2017. 674 funds tracked by Wall St. Rank hold MTB as of Q2 2021.

  • Sun Life Financial reported no remaining M&T Bank position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 76 M&T Bank shares in Q2 2021, an estimated $12K.
  • Sun Life Financial first reported a position in M&T Bank in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's M&T Bank position peaked at $183K in Q2 2017.
  • 674 funds tracked by Wall St. Rank held M&T Bank as of Q2 2021.

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