SLF
PSDO

Sun Life Financial’s Presidio, Inc. Common Stock PSDO Stock Holding History

Sun Life Financial’s Portfolio PSDO Stock Details PSDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-37,510
Closed -$513K – 628
2019
Q2 		$513K Buy
37,510
+4,013
+12% +$56.5K 0.13% 94
2019
Q1 		$496K Buy
33,497
+7,723
+30% +$118K 0.11% 109
2018
Q4 		$336K Buy
25,774
+14,718
+133% +$204K 0.07% 139
2018
Q3 		$169K Buy
11,056
+69
+0.6% +$1.02K 0.03% 262
2018
Q2 		$144K Buy
+10,987
New +$160K 0.02% 272

Other funds holding PSDO

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SGCM
Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return

Sun Life Financial's PSDO Position: Q3 2019 in Review

Sun Life Financial sold out of Presidio, Inc. Common Stock (PSDO) in Q3 2019, closing a stake of 37,510 shares — an estimated $513K sold.

Sun Life Financial first reported a position in PSDO in Q2 2018 and held it in 5 quarters. The position peaked at $513K in Q2 2019. 121 funds tracked by Wall St. Rank hold PSDO as of Q3 2019.

  • Sun Life Financial reported no remaining Presidio, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
  • Sun Life Financial sold 37,510 Presidio, Inc. Common Stock shares in Q3 2019, an estimated $513K.
  • Sun Life Financial first reported a position in Presidio, Inc. Common Stock in Q2 2018 and held it in 5 quarters.
  • Sun Life Financial's Presidio, Inc. Common Stock position peaked at $513K in Q2 2019.
  • 121 funds tracked by Wall St. Rank held Presidio, Inc. Common Stock as of Q3 2019.

Based on Sun Life Financial's 13F filing for Q3 2019, filed 13 Nov 2019.