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Sun Life Financial’s Raymond James Financial RJF Stock Holding History

Sun Life Financial’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-108
Closed -$9K – 407
2021
Q1 		$9K Hold
108
– – ﹤0.01% 421
2020
Q4 		$7K Sell
108
-2
-2% -$114 ﹤0.01% 436
2020
Q3 		$5K Sell
110
-1
-0.9% -$48 ﹤0.01% 451
2020
Q2 		$5K Buy
111
+1
+0.9% +$45 ﹤0.01% 405
2020
Q1 		$5K Hold
110
– – ﹤0.01% 378
2019
Q4 		$7K Sell
110
-43
-28% -$2.48K ﹤0.01% 383
2019
Q3 		$8K Sell
153
-2
-1% -$109 ﹤0.01% 549
2019
Q2 		$9K Sell
155
-169
-52% -$9.63K ﹤0.01% 525
2019
Q1 		$17K Sell
324
-221
-41% -$11.8K ﹤0.01% 537
2018
Q4 		$27K Buy
545
+3
+0.6% +$160 0.01% 522
2018
Q3 		$33K Buy
542
+14
+3% +$863 0.01% 526
2018
Q2 		$31K Buy
528
+448
+560% +$27.8K ﹤0.01% 533
2018
Q1 		$590 Sell
80
-342
-81% -$21.3K 0.01% 405
2017
Q4 		$25K Sell
422
-996
-70% -$57.4K ﹤0.01% 400
2017
Q3 		$80K Buy
1,418
+3
+0.2% +$162 0.01% 389
2017
Q2 		$76K Buy
1,415
+1,407
+17,588% +$70.8K 0.01% 393
2017
Q1 		$69 Buy
+8
New +$407 ﹤0.01% 470

Other funds holding RJF

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Sun Life Financial sold out of Raymond James Financial (RJF) in Q2 2021, closing a stake of 108 shares — an estimated $9K sold.

Sun Life Financial first reported a position in RJF in Q1 2017 and held it in 17 quarters. The position peaked at $80K in Q3 2017. 563 funds tracked by Wall St. Rank hold RJF as of Q2 2021.

  • Sun Life Financial reported no remaining Raymond James Financial position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 108 Raymond James Financial shares in Q2 2021, an estimated $9K.
  • Sun Life Financial first reported a position in Raymond James Financial in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Raymond James Financial position peaked at $80K in Q3 2017.
  • 563 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2021.

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