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Sun Life Financial’s Prestige Consumer Healthcare PBH Stock Holding History

Sun Life Financial’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,075
Closed -$107K – 545
2019
Q3 		$107K Buy
3,075
+17
+0.6% +$560 0.03% 231
2019
Q2 		$97K Hold
3,058
– – 0.02% 238
2019
Q1 		$91K Buy
+3,058
New +$87.6K 0.02% 280

Other funds holding PBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Sun Life Financial sold out of Prestige Consumer Healthcare (PBH) in Q4 2019, closing a stake of 3,075 shares — an estimated $107K sold.

Sun Life Financial first reported a position in PBH in Q1 2019 and held it in 3 quarters. The position peaked at $107K in Q3 2019. 234 funds tracked by Wall St. Rank hold PBH as of Q4 2019.

  • Sun Life Financial reported no remaining Prestige Consumer Healthcare position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 3,075 Prestige Consumer Healthcare shares in Q4 2019, an estimated $107K.
  • Sun Life Financial first reported a position in Prestige Consumer Healthcare in Q1 2019 and held it in 3 quarters.
  • Sun Life Financial's Prestige Consumer Healthcare position peaked at $107K in Q3 2019.
  • 234 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2019.

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