SLF
PSA icon

Sun Life Financial’s Public Storage PSA Stock Holding History

Sun Life Financial’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-91
Closed -$22K – 397
2021
Q1 		$22K Hold
91
– – ﹤0.01% 253
2020
Q4 		$21K Hold
91
– – ﹤0.01% 247
2020
Q3 		$20K Sell
91
-2,853
-97% -$583K ﹤0.01% 239
2020
Q2 		$565K Hold
2,944
– – 0.11% 67
2020
Q1 		$585K Buy
2,944
+2,856
+3,245% +$612K 0.15% 47
2019
Q4 		$19K Sell
88
-34
-28% -$7.54K 0.01% 222
2019
Q3 		$30K Buy
122
+1
+0.8% +$251 0.01% 346
2019
Q2 		$29K Sell
121
-134
-53% -$30.7K 0.01% 350
2019
Q1 		$56K Sell
255
-158
-38% -$33.1K 0.01% 342
2018
Q4 		$84K Buy
413
+3
+0.7% +$612 0.02% 315
2018
Q3 		$83K Sell
410
-7,519
-95% -$1.62M 0.02% 357
2018
Q2 		$1.8M Buy
7,929
+6,304
+388% +$1.31M 0.26% 50
2018
Q1 		$8.11K Buy
1,625
+1,298
+397% +$253K 0.07% 111
2017
Q4 		$68K Sell
327
-773
-70% -$163K 0.01% 228
2017
Q3 		$235K Buy
1,100
+11
+1% +$2.27K 0.02% 209
2017
Q2 		$227K Buy
1,089
+1,071
+5,950% +$230K 0.02% 212
2017
Q1 		$80 Hold
18
– – ﹤0.01% 445
2016
Q4 		$79 Buy
+18
New +$3.83K ﹤0.01% 398

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Sun Life Financial sold out of Public Storage (PSA) in Q2 2021, closing a stake of 91 shares — an estimated $22K sold.

Sun Life Financial first reported a position in PSA in Q4 2016 and held it in 18 quarters. The position peaked at $1.8M in Q2 2018. 833 funds tracked by Wall St. Rank hold PSA as of Q2 2021.

  • Sun Life Financial reported no remaining Public Storage position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 91 Public Storage shares in Q2 2021, an estimated $22K.
  • Sun Life Financial first reported a position in Public Storage in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Public Storage position peaked at $1.8M in Q2 2018.
  • 833 funds tracked by Wall St. Rank held Public Storage as of Q2 2021.

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