Sun Life Financial’s Parker-Hannifin PH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-76	Closed	-$24K	–	388
2021 Q1	$24K	Hold	76	–	–	﹤0.01%	241
2020 Q4	$21K	Sell	76 -1	-1%	-$248	﹤0.01%	246
2020 Q3	$16K	Buy	77 +1	+1%	+$197	﹤0.01%	272
2020 Q2	$14K	Hold	76	–	–	﹤0.01%	256
2020 Q1	$10K	Hold	76	–	–	﹤0.01%	268
2019 Q4	$16K	Sell	76 -28	-27%	-$5.42K	﹤0.01%	244
2019 Q3	$19K	Hold	104	–	–	﹤0.01%	407
2019 Q2	$18K	Sell	104 -116	-53%	-$20K	﹤0.01%	410
2019 Q1	$38K	Sell	220 -146	-40%	-$24.2K	0.01%	388
2018 Q4	$55K	Buy	366 +1	+0.3%	+$162	0.01%	377
2018 Q3	$67K	Buy	365 +5	+1%	+$859	0.01%	380
2018 Q2	$56K	Buy	360 +257	+250%	+$43.8K	0.01%	407
2018 Q1	$604	Sell	103 -188	-65%	-$35.6K	0.01%	401
2017 Q4	$58K	Sell	291 -691	-70%	-$128K	0.01%	248
2017 Q3	$172K	Sell	982 -3	-0.3%	-$493	0.02%	251
2017 Q2	$157K	Buy	985 +973	+8,108%	+$154K	0.02%	263
2017 Q1	$72	Buy	12 +2	+20%	+$304	﹤0.01%	460
2016 Q4	$71	Buy	+10	New	+$1.33K	﹤0.01%	412

Other funds holding PH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management

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