Sun Life Financial’s Matrix Service MTRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-10,532	Closed	-$181K	–	533
2019 Q3	$181K	Buy	10,532 +59	+0.6%	+$1.11K	0.05%	192
2019 Q2	$212K	Buy	+10,473	New	+$207K	0.05%	174
2018 Q3	–	Sell	-10,287	Closed	-$189K	–	631
2018 Q2	$189K	Buy	+10,287	New	+$178K	0.03%	232

Other funds holding MTRX

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sun Life Financial's MTRX Position: Q4 2019 in Review

Sun Life Financial sold out of Matrix Service (MTRX) in Q4 2019, closing a stake of 10,532 shares — an estimated $181K sold.

Sun Life Financial first reported a position in MTRX in Q2 2018 and held it in 3 quarters. The position peaked at $212K in Q2 2019. 167 funds tracked by Wall St. Rank hold MTRX as of Q4 2019.

Sun Life Financial reported no remaining Matrix Service position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 10,532 Matrix Service shares in Q4 2019, an estimated $181K.
Sun Life Financial first reported a position in Matrix Service in Q2 2018 and held it in 3 quarters.
Sun Life Financial's Matrix Service position peaked at $212K in Q2 2019.
167 funds tracked by Wall St. Rank held Matrix Service as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.