Sun Life Financial’s United Rentals URI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-42	Closed	-$14K	–	463
2021 Q1	$14K	Sell	42 -1	-2%	-$283	﹤0.01%	335
2020 Q4	$10K	Hold	43	–	–	﹤0.01%	374
2020 Q3	$8K	Sell	43 -2	-4%	-$336	﹤0.01%	393
2020 Q2	$7K	Hold	45	–	–	﹤0.01%	365
2020 Q1	$5K	Hold	45	–	–	﹤0.01%	382
2019 Q4	$8K	Sell	45 -19	-30%	-$2.76K	﹤0.01%	366
2019 Q3	$8K	Sell	64 -1	-2%	-$121	﹤0.01%	551
2019 Q2	$9K	Sell	65 -71	-52%	-$9.01K	﹤0.01%	529
2019 Q1	$16K	Sell	136 -95	-41%	-$11.7K	﹤0.01%	549
2018 Q4	$24K	Buy	231 +1	+0.4%	+$120	0.01%	540
2018 Q3	$38K	Buy	230 +3	+1%	+$467	0.01%	501
2018 Q2	$34K	Buy	227 +160	+239%	+$26.1K	﹤0.01%	513
2018 Q1	$387	Sell	67 -117	-64%	-$20.8K	﹤0.01%	452
2017 Q4	$32K	Sell	184 -440	-71%	-$67K	﹤0.01%	346
2017 Q3	$87K	Buy	624 +3	+0.5%	+$358	0.01%	370
2017 Q2	$70K	Buy	621 +615	+10,250%	+$68.7K	0.01%	409
2017 Q1	$45	Buy	6 +1	+20%	+$122	﹤0.01%	514
2016 Q4	$46	Buy	+5	New	+$455	﹤0.01%	462

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return