SLF
SPGI icon

Sun Life Financial’s S&P Global SPGI Stock Holding History

Sun Life Financial’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-143
Closed -$50K – 427
2021
Q1 		$50K Hold
143
– – ﹤0.01% 179
2020
Q4 		$47K Sell
143
-1
-0.7% -$337 0.01% 171
2020
Q3 		$52K Sell
144
-1
-0.7% -$353 0.01% 159
2020
Q2 		$48K Hold
145
– – 0.01% 150
2020
Q1 		$36K Buy
145
+1
+0.7% +$274 0.01% 151
2019
Q4 		$39K Sell
144
-57
-28% -$14.8K 0.01% 159
2019
Q3 		$49K Buy
201
+1
+0.5% +$250 0.01% 291
2019
Q2 		$46K Sell
200
-223
-53% -$48.7K 0.01% 297
2019
Q1 		$89K Sell
423
-271
-39% -$52.5K 0.02% 283
2018
Q4 		$118K Buy
694
+3
+0.4% +$537 0.02% 269
2018
Q3 		$135K Buy
691
+8
+1% +$1.65K 0.02% 292
2018
Q2 		$139K Buy
683
+462
+209% +$91.3K 0.02% 281
2018
Q1 		$1.16K Sell
221
-338
-60% -$62.4K 0.01% 307
2017
Q4 		$95K Sell
559
-1,331
-70% -$217K 0.01% 197
2017
Q3 		$295K Sell
1,890
-12
-0.6% -$1.82K 0.03% 183
2017
Q2 		$278K Buy
1,902
+1,884
+10,467% +$262K 0.03% 179
2017
Q1 		$140 Buy
+18
New +$2.24K ﹤0.01% 339

Other funds holding SPGI

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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 SPGI Position: Q2 2021 in Review

Sun Life Financial sold out of S&P Global (SPGI) in Q2 2021, closing a stake of 143 shares — an estimated $50K sold.

Sun Life Financial first reported a position in SPGI in Q1 2017 and held it in 17 quarters. The position peaked at $295K in Q3 2017. 1,357 funds tracked by Wall St. Rank hold SPGI as of Q2 2021.

  • Sun Life Financial reported no remaining S&P Global position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 143 S&P Global shares in Q2 2021, an estimated $50K.
  • Sun Life Financial first reported a position in S&P Global in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's S&P Global position peaked at $295K in Q3 2017.
  • 1,357 funds tracked by Wall St. Rank held S&P Global as of Q2 2021.

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