SLF
PPL icon

Sun Life Financial’s PPL Corp PPL Stock Holding History

Sun Life Financial’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-11,988
Closed -$346K – 395
2021
Q1 		$346K Buy
11,988
+1,055
+10% +$29.5K 0.03% 84
2020
Q4 		$308K Sell
10,933
-17,861
-62% -$507K 0.04% 83
2020
Q3 		$783K Buy
28,794
+6,675
+30% +$180K 0.12% 50
2020
Q2 		$572K Buy
22,119
+875
+4% +$22.8K 0.11% 65
2020
Q1 		$524K Sell
21,244
-6,457
-23% -$208K 0.13% 52
2019
Q4 		$994K Sell
27,701
-15,789
-36% -$529K 0.27% 28
2019
Q3 		$1.37M Buy
43,490
+19,919
+85% +$602K 0.35% 31
2019
Q2 		$731K Sell
23,571
-26,193
-53% -$812K 0.18% 51
2019
Q1 		$1.58M Sell
49,764
-14,470
-23% -$450K 0.35% 38
2018
Q4 		$1.82M Sell
64,234
-4,176
-6% -$127K 0.38% 28
2018
Q3 		$2M Buy
68,410
+6,305
+10% +$184K 0.36% 38
2018
Q2 		$1.77M Buy
62,105
+60,333
+3,405% +$1.67M 0.25% 54
2018
Q1 		$62.6K Sell
1,772
-36,955
-95% -$1.1M 0.56% 32
2017
Q4 		$1.2M Buy
38,727
+22,916
+145% +$823K 0.12% 83
2017
Q3 		$600K Buy
15,811
+3,685
+30% +$142K 0.06% 115
2017
Q2 		$469K Buy
12,126
+11,846
+4,231% +$458K 0.05% 131
2017
Q1 		$7.48K Buy
+280
New +$10K 0.02% 68

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Sun Life Financial sold out of PPL Corp (PPL) in Q2 2021, closing a stake of 11,988 shares — an estimated $346K sold.

Sun Life Financial first reported a position in PPL in Q1 2017 and held it in 17 quarters. The position peaked at $2M in Q3 2018. 807 funds tracked by Wall St. Rank hold PPL as of Q2 2021.

  • Sun Life Financial reported no remaining PPL Corp position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 11,988 PPL Corp shares in Q2 2021, an estimated $346K.
  • Sun Life Financial first reported a position in PPL Corp in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's PPL Corp position peaked at $2M in Q3 2018.
  • 807 funds tracked by Wall St. Rank held PPL Corp as of Q2 2021.

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