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Sun Life Financial’s Urban Outfitters URBN Stock Holding History

Sun Life Financial’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,143
Closed -$64K – 621
2019
Q1 		$64K Sell
2,143
-8,713
-80% -$268K 0.01% 324
2018
Q4 		$360K Buy
10,856
+55
+0.5% +$2.06K 0.08% 135
2018
Q3 		$442K Sell
10,801
-2,231
-17% -$100K 0.08% 144
2018
Q2 		$581K Buy
13,032
+12,849
+7,021% +$537K 0.08% 108
2018
Q1 		$4.95K Sell
183
-5,477
-97% -$192K 0.04% 140
2017
Q4 		$198K Sell
5,660
-1,504
-21% -$42.1K 0.02% 142
2017
Q3 		$171K Sell
7,164
-943
-12% -$19K 0.02% 252
2017
Q2 		$151K Buy
+8,107
New +$167K 0.02% 269
2017
Q1 		– Sell
-1
Closed -$47 – 554
2016
Q4 		$47 Buy
+1
New +$34 ﹤0.01% 460

Other funds holding URBN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sun Life Financial's URBN Position: Q2 2019 in Review

Sun Life Financial sold out of Urban Outfitters (URBN) in Q2 2019, closing a stake of 2,143 shares — an estimated $64K sold.

Sun Life Financial first reported a position in URBN in Q4 2016 and held it in 9 quarters. The position peaked at $581K in Q2 2018. 274 funds tracked by Wall St. Rank hold URBN as of Q2 2019.

  • Sun Life Financial reported no remaining Urban Outfitters position as of Q2 2019 after selling out during the quarter.
  • Sun Life Financial sold 2,143 Urban Outfitters shares in Q2 2019, an estimated $64K.
  • Sun Life Financial first reported a position in Urban Outfitters in Q4 2016 and held it in 9 quarters.
  • Sun Life Financial's Urban Outfitters position peaked at $581K in Q2 2018.
  • 274 funds tracked by Wall St. Rank held Urban Outfitters as of Q2 2019.

Based on Sun Life Financial's 13F filing for Q2 2019, filed 8 Aug 2019.