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Sun Life Financial’s Western Digital WDC Stock Holding History

Sun Life Financial’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-242
Closed -$12K – 478
2021
Q1 		$12K Buy
242
+3
+1% +$140 ﹤0.01% 368
2020
Q4 		$10K Buy
239
+22
+10% +$730 ﹤0.01% 375
2020
Q3 		$6K Sell
217
-18
-8% -$535 ﹤0.01% 437
2020
Q2 		$8K Buy
235
+6
+3% +$194 ﹤0.01% 344
2020
Q1 		$7K Sell
229
-3
-1% -$133 ﹤0.01% 326
2019
Q4 		$11K Sell
232
-88
-28% -$3.67K ﹤0.01% 308
2019
Q3 		$14K Buy
320
+12
+4% +$512 ﹤0.01% 457
2019
Q2 		$11K Sell
308
-347
-53% -$11.9K ﹤0.01% 496
2019
Q1 		$24K Sell
655
-406
-38% -$13.9K 0.01% 470
2018
Q4 		$30K Sell
1,061
-4
-0.4% -$142 0.01% 497
2018
Q3 		$47K Sell
1,065
-9
-0.8% -$456 0.01% 447
2018
Q2 		$63K Buy
1,074
+907
+543% +$57.7K 0.01% 387
2018
Q1 		$1.36K Sell
167
-689
-80% -$46.4K 0.01% 272
2017
Q4 		$51K Sell
856
-2,018
-70% -$130K 0.01% 270
2017
Q3 		$188K Buy
2,874
+68
+2% +$4.51K 0.02% 234
2017
Q2 		$188K Buy
2,806
+2,789
+16,406% +$185K 0.02% 238
2017
Q1 		$155 Buy
17
+4
+31% +$230 ﹤0.01% 322
2016
Q4 		$154 Buy
+13
New +$599 ﹤0.01% 274

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sun Life Financial sold out of Western Digital (WDC) in Q2 2021, closing a stake of 242 shares — an estimated $12K sold.

Sun Life Financial first reported a position in WDC in Q4 2016 and held it in 18 quarters. The position peaked at $188K in Q3 2017. 682 funds tracked by Wall St. Rank hold WDC as of Q2 2021.

  • Sun Life Financial reported no remaining Western Digital position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 242 Western Digital shares in Q2 2021, an estimated $12K.
  • Sun Life Financial first reported a position in Western Digital in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Western Digital position peaked at $188K in Q3 2017.
  • 682 funds tracked by Wall St. Rank held Western Digital as of Q2 2021.

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