Sun Life Financial’s NetApp NTAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-130	Closed	-$9K	–	364
2021 Q1	$9K	Sell	130 -4,185	-97%	-$281K	﹤0.01%	417
2020 Q4	$286K	Sell	4,315 -7,231	-63%	-$382K	0.04%	89
2020 Q3	$506K	Buy	11,546 +11,409	+8,328%	+$498K	0.08%	82
2020 Q2	$6K	Buy	137 +1	+0.7%	+$43	﹤0.01%	384
2020 Q1	$6K	Sell	136 -5	-4%	-$259	﹤0.01%	349
2019 Q4	$9K	Sell	141 -54	-28%	-$3.15K	﹤0.01%	338
2019 Q3	$10K	Sell	195 -4	-2%	-$215	﹤0.01%	511
2019 Q2	$12K	Sell	199 -222	-53%	-$15K	﹤0.01%	476
2019 Q1	$29K	Sell	421 -296	-41%	-$19.1K	0.01%	434
2018 Q4	$43K	Buy	717 +4	+0.6%	+$288	0.01%	417
2018 Q3	$61K	Sell	713 -14	-2%	-$1.16K	0.01%	401
2018 Q2	$57K	Buy	727 +652	+869%	+$45.9K	0.01%	403
2018 Q1	$1.22K	Sell	75 -517	-87%	-$31.6K	0.01%	290
2017 Q4	$33K	Sell	592 -1,402	-70%	-$70.4K	﹤0.01%	336
2017 Q3	$87K	Buy	1,994 +24	+1%	+$991	0.01%	369
2017 Q2	$79K	Buy	1,970 +1,964	+32,733%	+$78.3K	0.01%	382
2017 Q1	$146	Buy	6 +1	+20%	+$39	﹤0.01%	331
2016 Q4	$148	Buy	+5	New	+$175	﹤0.01%	282

Other funds holding NTAP

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

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

Wellington Management Group

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return