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Sun Life Financial’s Public Service Enterprise Group PEG Stock Holding History

Sun Life Financial’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-300
Closed -$18K – 381
2021
Q1 		$18K Hold
300
– – ﹤0.01% 288
2020
Q4 		$17K Sell
300
-2
-0.7% -$116 ﹤0.01% 284
2020
Q3 		$17K Buy
302
+1
+0.3% +$53 ﹤0.01% 261
2020
Q2 		$15K Hold
301
– – ﹤0.01% 248
2020
Q1 		$14K Buy
301
+3
+1% +$162 ﹤0.01% 222
2019
Q4 		$18K Sell
298
-114
-28% -$6.91K ﹤0.01% 227
2019
Q3 		$26K Buy
412
+2
+0.5% +$119 0.01% 366
2019
Q2 		$24K Sell
410
-452
-52% -$26.9K 0.01% 369
2019
Q1 		$51K Sell
862
-534
-38% -$29.9K 0.01% 356
2018
Q4 		$73K Buy
1,396
+8
+0.6% +$431 0.02% 330
2018
Q3 		$73K Sell
1,388
-4,249
-75% -$222K 0.01% 374
2018
Q2 		$305K Buy
5,637
+5,307
+1,608% +$273K 0.04% 174
2018
Q1 		$6.57K Sell
330
-32,479
-99% -$1.59M 0.06% 123
2017
Q4 		$1.69M Buy
32,809
+19,955
+155% +$1.01M 0.17% 51
2017
Q3 		$594K Buy
12,854
+4,398
+52% +$199K 0.06% 116
2017
Q2 		$364K Buy
8,456
+8,234
+3,709% +$364K 0.04% 158
2017
Q1 		$5K Buy
222
+38
+21% +$1.68K 0.01% 79
2016
Q4 		$4.19K Buy
+184
New +$7.67K 0.05% 52

Other funds holding PEG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Sun Life Financial sold out of Public Service Enterprise Group (PEG) in Q2 2021, closing a stake of 300 shares — an estimated $18K sold.

Sun Life Financial first reported a position in PEG in Q4 2016 and held it in 18 quarters. The position peaked at $1.69M in Q4 2017. 870 funds tracked by Wall St. Rank hold PEG as of Q2 2021.

  • Sun Life Financial reported no remaining Public Service Enterprise Group position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 300 Public Service Enterprise Group shares in Q2 2021, an estimated $18K.
  • Sun Life Financial first reported a position in Public Service Enterprise Group in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Public Service Enterprise Group position peaked at $1.69M in Q4 2017.
  • 870 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2021.

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