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Sun Life Financial’s Prosperity Bancshares PB Stock Holding History

Sun Life Financial’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,893
Closed -$125K – 619
2019
Q2 		$125K Hold
1,893
– – 0.03% 223
2019
Q1 		$131K Buy
1,893
+10
+0.5% +$713 0.03% 243
2018
Q4 		$117K Buy
1,883
+9
+0.5% +$594 0.02% 271
2018
Q3 		$130K Buy
1,874
+12
+0.6% +$864 0.02% 300
2018
Q2 		$127K Buy
+1,862
New +$136K 0.02% 287

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sun Life Financial's PB Position: Q3 2019 in Review

Sun Life Financial sold out of Prosperity Bancshares (PB) in Q3 2019, closing a stake of 1,893 shares — an estimated $125K sold.

Sun Life Financial first reported a position in PB in Q2 2018 and held it in 5 quarters. The position peaked at $131K in Q1 2019. 271 funds tracked by Wall St. Rank hold PB as of Q3 2019.

  • Sun Life Financial reported no remaining Prosperity Bancshares position as of Q3 2019 after selling out during the quarter.
  • Sun Life Financial sold 1,893 Prosperity Bancshares shares in Q3 2019, an estimated $125K.
  • Sun Life Financial first reported a position in Prosperity Bancshares in Q2 2018 and held it in 5 quarters.
  • Sun Life Financial's Prosperity Bancshares position peaked at $131K in Q1 2019.
  • 271 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2019.

Based on Sun Life Financial's 13F filing for Q3 2019, filed 13 Nov 2019.