Sun Life Financial’s Robert Half RHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-67	Closed	-$5K	–	406
2021 Q1	$5K	Sell	67 -1	-1%	-$72	﹤0.01%	491
2020 Q4	$4K	Sell	68 -1	-1%	-$60	﹤0.01%	488
2020 Q3	$4K	Sell	69 -1	-1%	-$53	﹤0.01%	474
2020 Q2	$4K	Sell	70 -1	-1%	-$47	﹤0.01%	425
2020 Q1	$3K	Buy	71 +2	+3%	+$108	﹤0.01%	425
2019 Q4	$4K	Sell	69 -28	-29%	-$1.63K	﹤0.01%	440
2019 Q3	$5K	Hold	97	–	–	﹤0.01%	586
2019 Q2	$6K	Sell	97 -106	-52%	-$6.33K	﹤0.01%	574
2019 Q1	$13K	Sell	203 -134	-40%	-$8.5K	﹤0.01%	570
2018 Q4	$19K	Buy	337 +1	+0.3%	+$61	﹤0.01%	566
2018 Q3	$24K	Hold	336	–	–	﹤0.01%	577
2018 Q2	$22K	Buy	336 +303	+918%	+$19.2K	﹤0.01%	580
2018 Q1	$568	Sell	33 -242	-88%	-$13.8K	0.01%	411
2017 Q4	$15K	Sell	275 -649	-70%	-$34.5K	﹤0.01%	461
2017 Q3	$47K	Sell	924 -11	-1%	-$508	﹤0.01%	458
2017 Q2	$45K	Buy	935 +932	+31,067%	+$43.6K	﹤0.01%	460
2017 Q1	$69	Hold	3	–	–	﹤0.01%	469
2016 Q4	$69	Buy	+3	New	+$129	﹤0.01%	418

Other funds holding RHI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return