SLF
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Sun Life Financial’s Nasdaq NDAQ Stock Holding History

Sun Life Financial’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-204
Closed -$10K – 353
2021
Q1 		$10K Hold
204
– – ﹤0.01% 401
2020
Q4 		$9K Sell
204
-3
-1% -$127 ﹤0.01% 397
2020
Q3 		$8K Hold
207
– – ﹤0.01% 385
2020
Q2 		$8K Buy
207
+9
+5% +$335 ﹤0.01% 341
2020
Q1 		$6K Sell
198
-6
-3% -$212 ﹤0.01% 347
2019
Q4 		$7K Sell
204
-78
-28% -$2.66K ﹤0.01% 381
2019
Q3 		$9K Buy
282
+3
+1% +$100 ﹤0.01% 528
2019
Q2 		$9K Sell
279
-309
-53% -$9.47K ﹤0.01% 522
2019
Q1 		$17K Sell
588
-363
-38% -$10.3K ﹤0.01% 536
2018
Q4 		$26K Sell
951
-6
-0.6% -$171 0.01% 529
2018
Q3 		$27K Buy
957
+6
+0.6% +$185 ﹤0.01% 563
2018
Q2 		$29K Buy
951
+813
+589% +$24.4K ﹤0.01% 542
2018
Q1 		$529 Sell
138
-627
-82% -$16.9K ﹤0.01% 425
2017
Q4 		$20K Sell
765
-1,797
-70% -$45.3K ﹤0.01% 436
2017
Q3 		$66K Buy
2,562
+57
+2% +$1.42K 0.01% 424
2017
Q2 		$60K Buy
2,505
+2,493
+20,775% +$57.3K 0.01% 432
2017
Q1 		$62 Hold
12
– – ﹤0.01% 485
2016
Q4 		$61 Buy
+12
New +$265 ﹤0.01% 439

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return