SLF
WRK

Sun Life Financial’s WestRock Company WRK Stock Holding History

Sun Life Financial’s Portfolio WRK Stock Details WRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-154
Closed -$8K – 503
2021
Q1 		$8K Sell
154
-2
-1% -$93 ﹤0.01% 444
2020
Q4 		$7K Buy
156
+1
+0.6% +$41 ﹤0.01% 441
2020
Q3 		$5K Hold
155
– – ﹤0.01% 457
2020
Q2 		$4K Hold
155
– – ﹤0.01% 430
2020
Q1 		$4K Buy
155
+3
+2% +$108 ﹤0.01% 411
2019
Q4 		$7K Sell
152
-57
-27% -$2.22K ﹤0.01% 388
2019
Q3 		$8K Buy
209
+2
+1% +$71 ﹤0.01% 555
2019
Q2 		$8K Sell
207
-227
-52% -$8.34K ﹤0.01% 548
2019
Q1 		$17K Sell
434
-273
-39% -$10.7K ﹤0.01% 540
2018
Q4 		$27K Sell
707
-6
-0.8% -$265 0.01% 524
2018
Q3 		$38K Buy
713
+17
+2% +$952 0.01% 503
2018
Q2 		$40K Buy
696
+621
+828% +$38.1K 0.01% 468
2018
Q1 		$1.16K Sell
75
-482
-87% -$31.8K 0.01% 303
2017
Q4 		$35K Sell
557
-1,295
-70% -$78.6K ﹤0.01% 328
2017
Q3 		$105K Buy
1,852
+17
+0.9% +$971 0.01% 331
2017
Q2 		$104K Buy
1,835
+1,828
+26,114% +$99.1K 0.01% 332
2017
Q1 		$135 Buy
+7
New +$369 ﹤0.01% 348

Other funds holding WRK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Sun Life Financial sold out of WestRock Company (WRK) in Q2 2021, closing a stake of 154 shares — an estimated $8K sold.

Sun Life Financial first reported a position in WRK in Q1 2017 and held it in 17 quarters. The position peaked at $105K in Q3 2017. 610 funds tracked by Wall St. Rank hold WRK as of Q2 2021.

  • Sun Life Financial reported no remaining WestRock Company position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 154 WestRock Company shares in Q2 2021, an estimated $8K.
  • Sun Life Financial first reported a position in WestRock Company in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's WestRock Company position peaked at $105K in Q3 2017.
  • 610 funds tracked by Wall St. Rank held WestRock Company as of Q2 2021.

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