Sun Life Financial’s Steelcase SCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-4,097	Closed	-$61K	–	624
2018 Q4	$61K	Buy	4,097 +21	+0.5%	+$341	0.01%	359
2018 Q3	$75K	Buy	4,076 +25	+0.6%	+$367	0.01%	370
2018 Q2	$55K	Buy	+4,051	New	+$57.4K	0.01%	413

Other funds holding SCS

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Sun Life Financial's SCS Position: Q1 2019 in Review

Sun Life Financial sold out of Steelcase (SCS) in Q1 2019, closing a stake of 4,097 shares — an estimated $61K sold.

Sun Life Financial first reported a position in SCS in Q2 2018 and held it in 3 quarters. The position peaked at $75K in Q3 2018. 237 funds tracked by Wall St. Rank hold SCS as of Q1 2019.

Sun Life Financial reported no remaining Steelcase position as of Q1 2019 after selling out during the quarter.
Sun Life Financial sold 4,097 Steelcase shares in Q1 2019, an estimated $61K.
Sun Life Financial first reported a position in Steelcase in Q2 2018 and held it in 3 quarters.
Sun Life Financial's Steelcase position peaked at $75K in Q3 2018.
237 funds tracked by Wall St. Rank held Steelcase as of Q1 2019.

Based on Sun Life Financial's 13F filing for Q1 2019, filed 14 May 2019.