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	Hold	7	–	–	﹤0.01%	525
2016 Q4	$40	Buy	+7	New	+$1.16K	﹤0.01%	474

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return