Sun Life Financial’s ProShares UltraShort Real Estate SRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18,209	Closed	-$1.5M	–	27
2023 Q3	$1.5M	Hold	18,209	–	–	0.11%	20
2023 Q2	$1.23M	Hold	18,209	–	–	0.08%	29
2023 Q1	$1.27M	Hold	18,209	–	–	0.09%	29
2022 Q4	$1.33M	Hold	18,209	–	–	0.1%	25
2022 Q3	$1.51M	Hold	18,209	–	–	0.12%	26
2022 Q2	$1.24M	Hold	18,209	–	–	0.09%	32
2022 Q1	$961K	Hold	18,209	–	–	0.04%	47
2021 Q4	$862K	Buy	+18,209	New	+$1M	0.03%	58

Other funds holding SRS

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Sun Life Financial's SRS Position: Q4 2023 in Review

Sun Life Financial sold out of ProShares UltraShort Real Estate (SRS) in Q4 2023, closing a stake of 18,209 shares — an estimated $1.5M sold.

Sun Life Financial first reported a position in SRS in Q4 2021 and held it in 8 quarters. The position peaked at $1.51M in Q3 2022. 21 funds tracked by Wall St. Rank hold SRS as of Q4 2023.

Sun Life Financial reported no remaining ProShares UltraShort Real Estate position as of Q4 2023 after selling out during the quarter.
Sun Life Financial sold 18,209 ProShares UltraShort Real Estate shares in Q4 2023, an estimated $1.5M.
Sun Life Financial first reported a position in ProShares UltraShort Real Estate in Q4 2021 and held it in 8 quarters.
Sun Life Financial's ProShares UltraShort Real Estate position peaked at $1.51M in Q3 2022.
21 funds tracked by Wall St. Rank held ProShares UltraShort Real Estate as of Q4 2023.

Based on Sun Life Financial's 13F filing for Q4 2023, filed 7 Feb 2024.