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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
New +$13.8K 0.01% 75

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Sun Life Financial sold out of Southern Company (SO) in Q2 2021, closing a stake of 4,367 shares — an estimated $271K sold.

Sun Life Financial first reported a position in SO in Q1 2017 and held it in 17 quarters. The position peaked at $2.09M in Q2 2018. 1,505 funds tracked by Wall St. Rank hold SO as of Q2 2021.

  • Sun Life Financial reported no remaining Southern Company position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 4,367 Southern Company shares in Q2 2021, an estimated $271K.
  • Sun Life Financial first reported a position in Southern Company in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Southern Company position peaked at $2.09M in Q2 2018.
  • 1,505 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

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