SLF
PINC

Sun Life Financial’s Premier PINC Stock Holding History

Sun Life Financial’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-13,439
Closed -$389K – 548
2019
Q3 		$389K Buy
+13,439
New +$501K 0.1% 122
2019
Q1 		– Sell
-2,705
Closed -$101K – 622
2018
Q4 		$101K Buy
2,705
+14
+0.5% +$579 0.02% 292
2018
Q3 		$123K Buy
2,691
+17
+0.6% +$686 0.02% 305
2018
Q2 		$97K Buy
+2,674
New +$88.6K 0.01% 326

Other funds holding PINC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Sun Life Financial sold out of Premier (PINC) in Q4 2019, closing a stake of 13,439 shares — an estimated $389K sold.

Sun Life Financial first reported a position in PINC in Q2 2018 and held it in 4 quarters. The position peaked at $389K in Q3 2019. 229 funds tracked by Wall St. Rank hold PINC as of Q4 2019.

  • Sun Life Financial reported no remaining Premier position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 13,439 Premier shares in Q4 2019, an estimated $389K.
  • Sun Life Financial first reported a position in Premier in Q2 2018 and held it in 4 quarters.
  • Sun Life Financial's Premier position peaked at $389K in Q3 2019.
  • 229 funds tracked by Wall St. Rank held Premier as of Q4 2019.

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