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Sun Life Financial’s Park-Ohio Holdings PKOH Stock Holding History

Sun Life Financial’s Portfolio PKOH Stock Details PKOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-5,356
Closed -$160K – 549
2019
Q3 		$160K Buy
5,356
+30
+0.6% +$894 0.04% 206
2019
Q2 		$174K Hold
5,326
– – 0.04% 196
2019
Q1 		$172K Buy
5,326
+29
+0.5% +$939 0.04% 213
2018
Q4 		$163K Buy
5,297
+27
+0.5% +$942 0.03% 226
2018
Q3 		$202K Buy
5,270
+856
+19% +$33.2K 0.04% 234
2018
Q2 		$165K Buy
+4,414
New +$173K 0.02% 255

Other funds holding PKOH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

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

Sun Life Financial sold out of Park-Ohio Holdings (PKOH) in Q4 2019, closing a stake of 5,356 shares — an estimated $160K sold.

Sun Life Financial first reported a position in PKOH in Q2 2018 and held it in 6 quarters. The position peaked at $202K in Q3 2018. 105 funds tracked by Wall St. Rank hold PKOH as of Q4 2019.

  • Sun Life Financial reported no remaining Park-Ohio Holdings position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 5,356 Park-Ohio Holdings shares in Q4 2019, an estimated $160K.
  • Sun Life Financial first reported a position in Park-Ohio Holdings in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Park-Ohio Holdings position peaked at $202K in Q3 2018.
  • 105 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q4 2019.

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