SLF
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return