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	Hold	13	–	–	﹤0.01%	434
2016 Q4	$83	Buy	+13	New	+$1.76K	﹤0.01%	385

Other funds holding MTB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return