SLF
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Sun Life Financial’s Regions Financial RF Stock Holding History

Sun Life Financial’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-561
Closed -$12K – 405
2021
Q1 		$12K Sell
561
-6
-1% -$117 ﹤0.01% 359
2020
Q4 		$9K Hold
567
– – ﹤0.01% 400
2020
Q3 		$7K Sell
567
-12
-2% -$134 ﹤0.01% 414
2020
Q2 		$6K Buy
579
+4
+0.7% +$43 ﹤0.01% 386
2020
Q1 		$5K Sell
575
-36,597
-98% -$513K ﹤0.01% 377
2019
Q4 		$638K Sell
37,172
-21,316
-36% -$351K 0.17% 68
2019
Q3 		$925K Buy
58,488
+57,668
+7,033% +$872K 0.24% 64
2019
Q2 		$12K Sell
820
-913
-53% -$13.5K ﹤0.01% 477
2019
Q1 		$25K Sell
1,733
-1,133
-40% -$17.4K 0.01% 459
2018
Q4 		$38K Sell
2,866
-183
-6% -$2.94K 0.01% 438
2018
Q3 		$56K Buy
3,049
+9
+0.3% +$169 0.01% 415
2018
Q2 		$54K Buy
3,040
+2,945
+3,100% +$55.1K 0.01% 418
2018
Q1 		$5.14K Sell
95
-2,459
-96% -$46.6K 0.05% 139
2017
Q4 		$44K Sell
2,554
-6,230
-71% -$99.6K ﹤0.01% 297
2017
Q3 		$134K Sell
8,784
-57
-0.6% -$820 0.01% 297
2017
Q2 		$129K Buy
8,841
+8,832
+98,133% +$124K 0.01% 296
2017
Q1 		$652 Hold
9
– – ﹤0.01% 155
2016
Q4 		$661 Buy
+9
New +$111 0.01% 102

Other funds holding RF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Sun Life Financial sold out of Regions Financial (RF) in Q2 2021, closing a stake of 561 shares — an estimated $12K sold.

Sun Life Financial first reported a position in RF in Q4 2016 and held it in 18 quarters. The position peaked at $925K in Q3 2019. 772 funds tracked by Wall St. Rank hold RF as of Q2 2021.

  • Sun Life Financial reported no remaining Regions Financial position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 561 Regions Financial shares in Q2 2021, an estimated $12K.
  • Sun Life Financial first reported a position in Regions Financial in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Regions Financial position peaked at $925K in Q3 2019.
  • 772 funds tracked by Wall St. Rank held Regions Financial as of Q2 2021.

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