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	Hold	7	–	–	﹤0.01%	348
2016 Q4	$134	Buy	+7	New	+$344	﹤0.01%	304

Other funds holding WRK

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

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