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Sun Life Financial’s United Airlines UAL Stock Holding History

Sun Life Financial’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-183
Closed -$11K – 457
2021
Q1 		$11K Buy
183
+9
+5% +$440 ﹤0.01% 385
2020
Q4 		$8K Buy
174
+2
+1% +$81 ﹤0.01% 418
2020
Q3 		$6K Buy
172
+24
+16% +$830 ﹤0.01% 436
2020
Q2 		$5K Buy
148
+29
+24% +$870 ﹤0.01% 406
2020
Q1 		$4K Sell
119
-11
-8% -$727 ﹤0.01% 410
2019
Q4 		$11K Sell
130
-51
-28% -$4.58K ﹤0.01% 306
2019
Q3 		$16K Hold
181
– – ﹤0.01% 433
2019
Q2 		$16K Sell
181
-199
-52% -$16.8K ﹤0.01% 432
2019
Q1 		$30K Sell
380
-255
-40% -$21.5K 0.01% 428
2018
Q4 		$53K Buy
635
+3
+0.5% +$264 0.01% 381
2018
Q3 		$56K Sell
632
-8
-1% -$660 0.01% 416
2018
Q2 		$45K Buy
640
+563
+731% +$39.1K 0.01% 448
2018
Q1 		$1.1K Sell
77
-474
-86% -$32.7K 0.01% 316
2017
Q4 		$37K Sell
551
-1,346
-71% -$83.9K ﹤0.01% 314
2017
Q3 		$115K Sell
1,897
-165
-8% -$11K 0.01% 317
2017
Q2 		$155K Buy
2,062
+2,051
+18,645% +$155K 0.02% 265
2017
Q1 		$155 Buy
+11
New +$795 ﹤0.01% 321

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

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

Sun Life Financial sold out of United Airlines (UAL) in Q2 2021, closing a stake of 183 shares — an estimated $11K sold.

Sun Life Financial first reported a position in UAL in Q1 2017 and held it in 17 quarters. The position peaked at $155K in Q2 2017. 561 funds tracked by Wall St. Rank hold UAL as of Q2 2021.

  • Sun Life Financial reported no remaining United Airlines position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 183 United Airlines shares in Q2 2021, an estimated $11K.
  • Sun Life Financial first reported a position in United Airlines in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's United Airlines position peaked at $155K in Q2 2017.
  • 561 funds tracked by Wall St. Rank held United Airlines as of Q2 2021.

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