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Sun Life Financial’s Waste Management WM Stock Holding History

Sun Life Financial’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-231
Closed -$30K – 484
2021
Q1 		$30K Buy
231
+1
+0.4% +$117 ﹤0.01% 216
2020
Q4 		$27K Sell
230
-4
-2% -$466 ﹤0.01% 218
2020
Q3 		$26K Buy
234
+2
+0.9% +$221 ﹤0.01% 217
2020
Q2 		$25K Sell
232
-13
-5% -$1.31K ﹤0.01% 197
2020
Q1 		$23K Buy
245
+15
+7% +$1.72K 0.01% 188
2019
Q4 		$26K Sell
230
-89
-28% -$10.1K 0.01% 198
2019
Q3 		$37K Buy
319
+5
+2% +$584 0.01% 328
2019
Q2 		$36K Sell
314
-350
-53% -$38K 0.01% 324
2019
Q1 		$69K Sell
664
-421
-39% -$41.1K 0.02% 319
2018
Q4 		$97K Hold
1,085
– – 0.02% 297
2018
Q3 		$98K Buy
1,085
+7
+0.6% +$621 0.02% 340
2018
Q2 		$88K Buy
1,078
+925
+605% +$76.6K 0.01% 345
2018
Q1 		$1.82K Sell
153
-722
-83% -$61.9K 0.02% 229
2017
Q4 		$76K Sell
875
-2,103
-71% -$171K 0.01% 219
2017
Q3 		$233K Buy
2,978
+3
+0.1% +$228 0.02% 211
2017
Q2 		$218K Buy
2,975
+2,959
+18,494% +$215K 0.02% 219
2017
Q1 		$219 Buy
16
+1
+7% +$71 ﹤0.01% 258
2016
Q4 		$217 Buy
+15
New +$1K ﹤0.01% 209

Other funds holding WM

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Sun Life Financial sold out of Waste Management (WM) in Q2 2021, closing a stake of 231 shares — an estimated $30K sold.

Sun Life Financial first reported a position in WM in Q4 2016 and held it in 18 quarters. The position peaked at $233K in Q3 2017. 1,521 funds tracked by Wall St. Rank hold WM as of Q2 2021.

  • Sun Life Financial reported no remaining Waste Management position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 231 Waste Management shares in Q2 2021, an estimated $30K.
  • Sun Life Financial first reported a position in Waste Management in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Waste Management position peaked at $233K in Q3 2017.
  • 1,521 funds tracked by Wall St. Rank held Waste Management as of Q2 2021.

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