Sun Life Financial’s Warner Bros WBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-103	Closed	-$4K	–	477
2021 Q1	$4K	Buy	103 +8	+8%	+$399	﹤0.01%	506
2020 Q4	$3K	Sell	95 -3	-3%	-$74	﹤0.01%	500
2020 Q3	$2K	Buy	98 +4	+4%	+$87	﹤0.01%	506
2020 Q2	$2K	Sell	94 -1	-1%	-$22	﹤0.01%	461
2020 Q1	$2K	Buy	95 +2	+2%	+$55	﹤0.01%	452
2019 Q4	$3K	Sell	93 -36	-28%	-$1.08K	﹤0.01%	456
2019 Q3	$3K	Buy	129 +1	+0.8%	+$29	﹤0.01%	609
2019 Q2	$4K	Sell	128 -139	-52%	-$4.04K	﹤0.01%	601
2019 Q1	$7K	Sell	267 -163	-38%	-$4.54K	﹤0.01%	602
2018 Q4	$11K	Sell	430 -2	-0.5%	-$61	﹤0.01%	601
2018 Q3	$14K	Buy	432 +8	+2%	+$225	﹤0.01%	612
2018 Q2	$12K	Buy	424 +409	+2,727%	+$9.75K	﹤0.01%	619
2018 Q1	$710	Sell	15 -321	-96%	-$7.63K	0.01%	370
2017 Q4	$8K	Sell	336 -794	-70%	-$15.5K	﹤0.01%	484
2017 Q3	$24K	Buy	1,130 +6	+0.5%	+$141	﹤0.01%	505
2017 Q2	$29K	Buy	1,124 +1,122	+56,100%	+$30.4K	﹤0.01%	504
2017 Q1	$82	Hold	2	–	–	﹤0.01%	437
2016 Q4	$81	Buy	+2	New	+$54	﹤0.01%	392

Other funds holding WBD

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Geode Capital Management

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

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