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Sun Life Financial’s News Corp Class A NWSA Stock Holding History

Sun Life Financial’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-234
Closed -$6K – 371
2021
Q1 		$6K Buy
234
+2
+0.9% +$45 ﹤0.01% 476
2020
Q4 		$4K Sell
232
-2
-0.9% -$32 ﹤0.01% 486
2020
Q3 		$3K Buy
234
+3
+1% +$42 ﹤0.01% 491
2020
Q2 		$3K Sell
231
-8
-3% -$85 ﹤0.01% 442
2020
Q1 		$2K Buy
239
+11
+5% +$139 ﹤0.01% 444
2019
Q4 		$3K Sell
228
-87
-28% -$1.17K ﹤0.01% 453
2019
Q3 		$4K Buy
315
+3
+1% +$41 ﹤0.01% 598
2019
Q2 		$4K Sell
312
-345
-53% -$4.22K ﹤0.01% 596
2019
Q1 		$8K Sell
657
-401
-38% -$5.05K ﹤0.01% 599
2018
Q4 		$12K Buy
1,058
+4
+0.4% +$51 ﹤0.01% 600
2018
Q3 		$14K Buy
1,054
+16
+2% +$224 ﹤0.01% 610
2018
Q2 		$16K Buy
1,038
+1,010
+3,607% +$15.9K ﹤0.01% 606
2018
Q1 		$1.75K Sell
28
-810
-97% -$13.3K 0.02% 232
2017
Q4 		$14K Sell
838
-1,981
-70% -$29.6K ﹤0.01% 463
2017
Q3 		$37K Buy
2,819
+32
+1% +$433 ﹤0.01% 479
2017
Q2 		$38K Buy
2,787
+2,784
+92,800% +$36.4K ﹤0.01% 474
2017
Q1 		$206 Buy
3
+1
+50% +$13 ﹤0.01% 268
2016
Q4 		$205 Buy
+2
New +$25 ﹤0.01% 216

Other funds holding NWSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sun Life Financial sold out of News Corp Class A (NWSA) in Q2 2021, closing a stake of 234 shares — an estimated $6K sold.

Sun Life Financial first reported a position in NWSA in Q4 2016 and held it in 18 quarters. The position peaked at $38K in Q2 2017. 435 funds tracked by Wall St. Rank hold NWSA as of Q2 2021.

  • Sun Life Financial reported no remaining News Corp Class A position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 234 News Corp Class A shares in Q2 2021, an estimated $6K.
  • Sun Life Financial first reported a position in News Corp Class A in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's News Corp Class A position peaked at $38K in Q2 2017.
  • 435 funds tracked by Wall St. Rank held News Corp Class A as of Q2 2021.

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