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Sun Life Financial’s Truist Financial TFC Stock Holding History

Sun Life Financial’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-789
Closed -$46K – 439
2021
Q1 		$46K Sell
789
-6
-0.8% -$329 ﹤0.01% 182
2020
Q4 		$38K Hold
795
– – 0.01% 189
2020
Q3 		$30K Sell
795
-13
-2% -$490 ﹤0.01% 207
2020
Q2 		$30K Buy
808
+13
+2% +$468 0.01% 181
2020
Q1 		$25K Buy
795
+1
+0.1% +$47 0.01% 177
2019
Q4 		$45K Buy
+794
New +$43K 0.01% 151
2017
Q2 		– Sell
-20
Closed -$437 – 585
2017
Q1 		$437 Sell
20
-1
-5% -$47 ﹤0.01% 188
2016
Q4 		$436 Sell
21
-3,835
-99% -$163K ﹤0.01% 134
2016
Q3 		$145K Sell
3,856
-5,636
-59% -$210K 0.02% 82
2016
Q2 		$338K Sell
9,492
-5,884
-38% -$206K 0.04% 98
2016
Q1 		$512 Sell
15,376
-5,587
-27% -$186K ﹤0.01% 134
2015
Q4 		$793K Sell
20,963
-6,791
-24% -$255K 0.11% 80
2015
Q3 		$988K Sell
27,754
-15,313
-36% -$591K 0.21% 67
2015
Q2 		$1.74M Hold
43,067
– – 0.18% 71
2015
Q1 		$1.68M Sell
43,067
-9,364
-18% -$353K 0.17% 71
2014
Q4 		$2.04M Sell
52,431
-7,354
-12% -$277K 0.21% 70
2014
Q3 		$2.23M Sell
59,785
-3,142
-5% -$119K 0.23% 70
2014
Q2 		$2.48M Sell
62,927
-7,077
-10% -$271K 0.26% 74
2014
Q1 		$2.81M Sell
70,004
-14,992
-18% -$574K 0.28% 76
2013
Q4 		$3.17M Sell
84,996
-28,394
-25% -$981K 0.28% 83
2013
Q3 		$3.83M Sell
113,390
-6,017
-5% -$210K 0.34% 77
2013
Q2 		$4.05M Buy
+119,407
New +$3.81M 0.34% 79

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Sun Life Financial sold out of Truist Financial (TFC) in Q2 2021, closing a stake of 789 shares — an estimated $46K sold.

Sun Life Financial first reported a position in TFC in Q2 2013 and held it in 22 quarters. The position peaked at $4.05M in Q2 2013. 1,351 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

  • Sun Life Financial reported no remaining Truist Financial position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 789 Truist Financial shares in Q2 2021, an estimated $46K.
  • Sun Life Financial first reported a position in Truist Financial in Q2 2013 and held it in 22 quarters.
  • Sun Life Financial's Truist Financial position peaked at $4.05M in Q2 2013.
  • 1,351 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

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