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Sun Life Financial’s Walmart Inc WMT Stock Holding History

Sun Life Financial’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,475
Closed -$112K – 485
2021
Q1 		$112K Buy
2,475
+6
+0.2% +$278 0.01% 140
2020
Q4 		$119K Sell
2,469
-12
-0.5% -$583 0.02% 135
2020
Q3 		$116K Sell
2,481
-54
-2% -$2.4K 0.02% 132
2020
Q2 		$101K Sell
2,535
-81
-3% -$3.33K 0.02% 126
2020
Q1 		$99K Buy
2,616
+81
+3% +$3.12K 0.02% 113
2019
Q4 		$100K Sell
2,535
-942
-27% -$37.4K 0.03% 119
2019
Q3 		$138K Buy
3,477
+39
+1% +$1.47K 0.04% 214
2019
Q2 		$127K Sell
3,438
-3,840
-53% -$132K 0.03% 221
2019
Q1 		$237K Sell
7,278
-4,590
-39% -$149K 0.05% 179
2018
Q4 		$369K Buy
11,868
+15
+0.1% +$481 0.08% 130
2018
Q3 		$371K Buy
11,853
+96
+0.8% +$2.94K 0.07% 155
2018
Q2 		$336K Buy
11,757
+9,990
+565% +$284K 0.05% 164
2018
Q1 		$6.62K Sell
1,767
-7,842
-82% -$252K 0.06% 122
2017
Q4 		$316K Sell
9,609
-22,668
-70% -$694K 0.03% 124
2017
Q3 		$841K Buy
32,277
+54
+0.2% +$1.42K 0.08% 89
2017
Q2 		$813K Buy
32,223
+32,049
+18,419% +$814K 0.09% 84
2017
Q1 		$810 Buy
174
+6
+4% +$138 ﹤0.01% 142
2016
Q4 		$807 Buy
+168
New +$3.92K 0.01% 89

Other funds holding WMT

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Sun Life Financial sold out of Walmart Inc (WMT) in Q2 2021, closing a stake of 2,475 shares — an estimated $112K sold.

Sun Life Financial first reported a position in WMT in Q4 2016 and held it in 18 quarters. The position peaked at $841K in Q3 2017. 2,497 funds tracked by Wall St. Rank hold WMT as of Q2 2021.

  • Sun Life Financial reported no remaining Walmart Inc position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 2,475 Walmart Inc shares in Q2 2021, an estimated $112K.
  • Sun Life Financial first reported a position in Walmart Inc in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Walmart Inc position peaked at $841K in Q3 2017.
  • 2,497 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2021.

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