SLF
WAB icon

Sun Life Financial’s Wabtec WAB Stock Holding History

Sun Life Financial’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-103
Closed -$8K – 475
2021
Q1 		$8K Sell
103
-3
-3% -$233 ﹤0.01% 440
2020
Q4 		$8K Sell
106
-2
-2% -$137 ﹤0.01% 419
2020
Q3 		$7K Sell
108
-1
-0.9% -$64 ﹤0.01% 416
2020
Q2 		$6K Sell
109
-1
-0.9% -$57 ﹤0.01% 387
2020
Q1 		$5K Buy
110
+3
+3% +$206 ﹤0.01% 383
2019
Q4 		$8K Sell
107
-42
-28% -$3.11K ﹤0.01% 367
2019
Q3 		$11K Buy
149
+19
+15% +$1.35K ﹤0.01% 496
2019
Q2 		$9K Sell
130
-106
-45% -$7.51K ﹤0.01% 531
2019
Q1 		$17K Buy
+236
New +$17K ﹤0.01% 538

Other funds holding WAB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Sun Life Financial sold out of Wabtec (WAB) in Q2 2021, closing a stake of 103 shares — an estimated $8K sold.

Sun Life Financial first reported a position in WAB in Q1 2019 and held it in 9 quarters. The position peaked at $17K in Q1 2019. 712 funds tracked by Wall St. Rank hold WAB as of Q2 2021.

  • Sun Life Financial reported no remaining Wabtec position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 103 Wabtec shares in Q2 2021, an estimated $8K.
  • Sun Life Financial first reported a position in Wabtec in Q1 2019 and held it in 9 quarters.
  • Sun Life Financial's Wabtec position peaked at $17K in Q1 2019.
  • 712 funds tracked by Wall St. Rank held Wabtec as of Q2 2021.

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