Sun Life Financial’s Redwood Trust RWT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,400	Closed	-$67K	–	82
2022 Q1	$67K	Hold	6,400	–	–	﹤0.01%	86
2021 Q4	$84K	Buy	+6,400	New	+$86.5K	﹤0.01%	86

Other funds holding RWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sun Life Financial's RWT Position: Q2 2022 in Review

Sun Life Financial sold out of Redwood Trust (RWT) in Q2 2022, closing a stake of 6,400 shares — an estimated $67K sold.

Sun Life Financial first reported a position in RWT in Q4 2021 and held it in 2 quarters. The position peaked at $84K in Q4 2021. 208 funds tracked by Wall St. Rank hold RWT as of Q2 2022.

Sun Life Financial reported no remaining Redwood Trust position as of Q2 2022 after selling out during the quarter.
Sun Life Financial sold 6,400 Redwood Trust shares in Q2 2022, an estimated $67K.
Sun Life Financial first reported a position in Redwood Trust in Q4 2021 and held it in 2 quarters.
Sun Life Financial's Redwood Trust position peaked at $84K in Q4 2021.
208 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2022.

Based on Sun Life Financial's 13F filing for Q2 2022, filed 15 Aug 2022.