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Sun Life Financial’s Regal Rexnord RRX Stock Holding History

Sun Life Financial’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-5,333
Closed -$389K – 556
2019
Q3 		$389K Buy
5,333
+30
+0.6% +$2.27K 0.1% 124
2019
Q2 		$433K Hold
5,303
– – 0.11% 120
2019
Q1 		$434K Buy
5,303
+29
+0.5% +$2.29K 0.1% 119
2018
Q4 		$369K Buy
5,274
+27
+0.5% +$2.04K 0.08% 129
2018
Q3 		$433K Buy
5,247
+33
+0.6% +$2.74K 0.08% 148
2018
Q2 		$427K Buy
+5,214
New +$404K 0.06% 140

Other funds holding RRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sun Life Financial's RRX Position: Q4 2019 in Review

Sun Life Financial sold out of Regal Rexnord (RRX) in Q4 2019, closing a stake of 5,333 shares — an estimated $389K sold.

Sun Life Financial first reported a position in RRX in Q2 2018 and held it in 6 quarters. The position peaked at $434K in Q1 2019. 269 funds tracked by Wall St. Rank hold RRX as of Q4 2019.

  • Sun Life Financial reported no remaining Regal Rexnord position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 5,333 Regal Rexnord shares in Q4 2019, an estimated $389K.
  • Sun Life Financial first reported a position in Regal Rexnord in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Regal Rexnord position peaked at $434K in Q1 2019.
  • 269 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.