SLF
WBA

Sun Life Financial’s Walgreens Boots Alliance WBA Stock Holding History

Sun Life Financial’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,738
Closed -$315K – 476
2021
Q1 		$315K Buy
5,738
+818
+17% +$40.4K 0.03% 89
2020
Q4 		$196K Sell
4,920
-7,760
-61% -$301K 0.03% 116
2020
Q3 		$455K Buy
12,680
+12,234
+2,743% +$478K 0.07% 94
2020
Q2 		$19K Sell
446
-8
-2% -$340 ﹤0.01% 214
2020
Q1 		$21K Buy
454
+3
+0.7% +$152 0.01% 193
2019
Q4 		$27K Sell
451
-167
-27% -$9.62K 0.01% 194
2019
Q3 		$34K Sell
618
-25
-4% -$1.34K 0.01% 338
2019
Q2 		$35K Sell
643
-720
-53% -$38.3K 0.01% 327
2019
Q1 		$86K Sell
1,363
-975
-42% -$66.6K 0.02% 290
2018
Q4 		$160K Buy
2,338
+17
+0.7% +$1.32K 0.03% 228
2018
Q3 		$169K Buy
2,321
+8
+0.3% +$543 0.03% 261
2018
Q2 		$139K Buy
2,313
+2,057
+804% +$132K 0.02% 282
2018
Q1 		$3.91K Sell
256
-1,646
-87% -$118K 0.03% 157
2017
Q4 		$138K Sell
1,902
-4,895
-72% -$345K 0.01% 173
2017
Q3 		$525K Buy
6,797
+565
+9% +$45.3K 0.05% 133
2017
Q2 		$488K Buy
6,232
+6,194
+16,300% +$510K 0.05% 123
2017
Q1 		$460 Buy
+38
New +$3.19K ﹤0.01% 182

Other funds holding WBA

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Sun Life Financial sold out of Walgreens Boots Alliance (WBA) in Q2 2021, closing a stake of 5,738 shares — an estimated $315K sold.

Sun Life Financial first reported a position in WBA in Q1 2017 and held it in 17 quarters. The position peaked at $525K in Q3 2017. 1,278 funds tracked by Wall St. Rank hold WBA as of Q2 2021.

  • Sun Life Financial reported no remaining Walgreens Boots Alliance position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 5,738 Walgreens Boots Alliance shares in Q2 2021, an estimated $315K.
  • Sun Life Financial first reported a position in Walgreens Boots Alliance in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Walgreens Boots Alliance position peaked at $525K in Q3 2017.
  • 1,278 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2021.

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