Sun Life Financial’s Stoneridge SRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-14,958	Closed	-$463K	–	565
2019 Q3	$463K	Sell	14,958 -3,508	-19%	-$110K	0.12%	106
2019 Q2	$583K	Hold	18,466	–	–	0.15%	73
2019 Q1	$533K	Buy	18,466 +99	+0.5%	+$2.71K	0.12%	104
2018 Q4	$453K	Buy	18,367 +93	+0.5%	+$2.36K	0.1%	105
2018 Q3	$543K	Buy	18,274 +15,636	+593%	+$496K	0.1%	116
2018 Q2	$93K	Buy	+2,638	New	+$80.1K	0.01%	335

Other funds holding SRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sun Life Financial's SRI Position: Q4 2019 in Review

Sun Life Financial sold out of Stoneridge (SRI) in Q4 2019, closing a stake of 14,958 shares — an estimated $463K sold.

Sun Life Financial first reported a position in SRI in Q2 2018 and held it in 6 quarters. The position peaked at $583K in Q2 2019. 150 funds tracked by Wall St. Rank hold SRI as of Q4 2019.

Sun Life Financial reported no remaining Stoneridge position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 14,958 Stoneridge shares in Q4 2019, an estimated $463K.
Sun Life Financial first reported a position in Stoneridge in Q2 2018 and held it in 6 quarters.
Sun Life Financial's Stoneridge position peaked at $583K in Q2 2019.
150 funds tracked by Wall St. Rank held Stoneridge as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.