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Sun Life Financial’s Tapestry TPR Stock Holding History

Sun Life Financial’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-162
Closed -$7K – 444
2021
Q1 		$7K Sell
162
-3
-2% -$116 ﹤0.01% 467
2020
Q4 		$5K Buy
165
+4
+2% +$101 ﹤0.01% 473
2020
Q3 		$3K Sell
161
-4
-2% -$59 ﹤0.01% 493
2020
Q2 		$2K Buy
165
+5
+3% +$71 ﹤0.01% 459
2020
Q1 		$2K Sell
160
-11
-6% -$258 ﹤0.01% 450
2019
Q4 		$5K Sell
171
-66
-28% -$1.72K ﹤0.01% 430
2019
Q3 		$6K Hold
237
– – ﹤0.01% 578
2019
Q2 		$8K Sell
237
-253
-52% -$7.89K ﹤0.01% 547
2019
Q1 		$16K Sell
490
-309
-39% -$10.8K ﹤0.01% 548
2018
Q4 		$27K Buy
799
+6
+0.8% +$241 0.01% 523
2018
Q3 		$40K Buy
793
+13
+2% +$636 0.01% 486
2018
Q2 		$36K Buy
780
+712
+1,047% +$34.3K 0.01% 495
2018
Q1 		$1.3K Sell
68
-554
-89% -$27.3K 0.01% 278
2017
Q4 		$28K Sell
622
-1,461
-70% -$60.2K ﹤0.01% 378
2017
Q3 		$84K Sell
2,083
-5,644
-73% -$249K 0.01% 375
2017
Q2 		$366K Buy
7,727
+7,485
+3,093% +$328K 0.04% 156
2017
Q1 		$5.86K Buy
+242
New +$9.12K 0.01% 73

Other funds holding TPR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sun Life Financial sold out of Tapestry (TPR) in Q2 2021, closing a stake of 162 shares — an estimated $7K sold.

Sun Life Financial first reported a position in TPR in Q1 2017 and held it in 17 quarters. The position peaked at $366K in Q2 2017. 563 funds tracked by Wall St. Rank hold TPR as of Q2 2021.

  • Sun Life Financial reported no remaining Tapestry position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 162 Tapestry shares in Q2 2021, an estimated $7K.
  • Sun Life Financial first reported a position in Tapestry in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Tapestry position peaked at $366K in Q2 2017.
  • 563 funds tracked by Wall St. Rank held Tapestry as of Q2 2021.

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