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Sun Life Financial’s Southern Company SO Stock Holding History

Sun Life Financial’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,367
Closed -$271K – 425
2021
Q1 		$271K Buy
4,367
+49
+1% +$2.93K 0.02% 105
2020
Q4 		$265K Sell
4,318
-6,257
-59% -$376K 0.03% 95
2020
Q3 		$573K Buy
10,575
+409
+4% +$21.9K 0.09% 73
2020
Q2 		$527K Buy
10,166
+111
+1% +$6.17K 0.1% 77
2020
Q1 		$544K Sell
10,055
-2,867
-22% -$182K 0.14% 51
2019
Q4 		$823K Sell
12,922
-7,066
-35% -$438K 0.22% 39
2019
Q3 		$1.24M Buy
19,988
+5,333
+36% +$309K 0.32% 40
2019
Q2 		$810K Sell
14,655
-16,265
-53% -$871K 0.2% 40
2019
Q1 		$1.6M Sell
30,920
-5,070
-14% -$249K 0.35% 36
2018
Q4 		$1.58M Sell
35,990
-4,535
-11% -$206K 0.33% 41
2018
Q3 		$1.77M Sell
40,525
-4,583
-10% -$211K 0.32% 47
2018
Q2 		$2.09M Buy
45,108
+43,032
+2,073% +$1.93M 0.3% 35
2018
Q1 		$46.5K Sell
2,076
-35,701
-95% -$1.58M 0.42% 40
2017
Q4 		$1.82M Buy
37,777
+20,199
+115% +$1.03M 0.19% 45
2017
Q3 		$864K Buy
17,578
+5,149
+41% +$250K 0.09% 86
2017
Q2 		$595K Buy
12,429
+12,149
+4,339% +$609K 0.06% 107
2017
Q1 		$5.63K Buy
280
+59
+27% +$2.92K 0.01% 75
2016
Q4 		$4.5K Buy
+221
New +$10.9K 0.05% 49

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return