Sun Life Financial’s Pool Corp POOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-24	Closed	-$8K	–	394
2021 Q1	$8K	Hold	24	–	–	﹤0.01%	438
2020 Q4	$9K	Buy	+24	New	+$8.37K	﹤0.01%	399

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Sun Life Financial sold out of Pool Corp (POOL) in Q2 2021, closing a stake of 24 shares — an estimated $8K sold.

Sun Life Financial first reported a position in POOL in Q4 2020 and held it in 2 quarters. The position peaked at $9K in Q4 2020. 674 funds tracked by Wall St. Rank hold POOL as of Q2 2021.

Sun Life Financial reported no remaining Pool Corp position as of Q2 2021 after selling out during the quarter.
Sun Life Financial sold 24 Pool Corp shares in Q2 2021, an estimated $8K.
Sun Life Financial first reported a position in Pool Corp in Q4 2020 and held it in 2 quarters.
Sun Life Financial's Pool Corp position peaked at $9K in Q4 2020.
674 funds tracked by Wall St. Rank held Pool Corp as of Q2 2021.

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