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Sun Life Financial’s Whirlpool WHR Stock Holding History

Sun Life Financial’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-37
Closed -$8K – 482
2021
Q1 		$8K Hold
37
– – ﹤0.01% 441
2020
Q4 		$7K Hold
37
– – ﹤0.01% 438
2020
Q3 		$7K Sell
37
-1
-3% -$166 ﹤0.01% 417
2020
Q2 		$5K Hold
38
– – ﹤0.01% 407
2020
Q1 		$3K Hold
38
– – ﹤0.01% 429
2019
Q4 		$6K Sell
38
-14
-27% -$2.11K ﹤0.01% 412
2019
Q3 		$8K Hold
52
– – ﹤0.01% 553
2019
Q2 		$7K Sell
52
-56
-52% -$7.51K ﹤0.01% 563
2019
Q1 		$14K Sell
108
-71
-40% -$9.38K ﹤0.01% 564
2018
Q4 		$19K Buy
179
+1
+0.6% +$113 ﹤0.01% 568
2018
Q3 		$21K Buy
178
+2
+1% +$265 ﹤0.01% 588
2018
Q2 		$26K Buy
176
+126
+252% +$19.1K ﹤0.01% 564
2018
Q1 		$324 Sell
50
-108
-68% -$18K ﹤0.01% 465
2017
Q4 		$27K Sell
158
-380
-71% -$64.4K ﹤0.01% 385
2017
Q3 		$99K Sell
538
-3
-0.6% -$536 0.01% 341
2017
Q2 		$104K Buy
541
+534
+7,629% +$97.7K 0.01% 331
2017
Q1 		$40 Buy
+7
New +$1.24K ﹤0.01% 525

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Sun Life Financial sold out of Whirlpool (WHR) in Q2 2021, closing a stake of 37 shares — an estimated $8K sold.

Sun Life Financial first reported a position in WHR in Q1 2017 and held it in 17 quarters. The position peaked at $104K in Q2 2017. 662 funds tracked by Wall St. Rank hold WHR as of Q2 2021.

  • Sun Life Financial reported no remaining Whirlpool position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 37 Whirlpool shares in Q2 2021, an estimated $8K.
  • Sun Life Financial first reported a position in Whirlpool in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Whirlpool position peaked at $104K in Q2 2017.
  • 662 funds tracked by Wall St. Rank held Whirlpool as of Q2 2021.

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