SLF
WU icon

Sun Life Financial’s Western Union WU Stock Holding History

Sun Life Financial’s Portfolio WU Stock Details WU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,410
Closed -$257K – 488
2021
Q1 		$257K Buy
10,410
+2,855
+38% +$67.2K 0.02% 108
2020
Q4 		$166K Sell
7,555
-12,743
-63% -$276K 0.02% 124
2020
Q3 		$435K Buy
20,298
+20,048
+8,019% +$455K 0.07% 102
2020
Q2 		$5K Sell
250
-1
-0.4% -$20 ﹤0.01% 408
2020
Q1 		$5K Sell
251
-29,246
-99% -$717K ﹤0.01% 384
2019
Q4 		$790K Sell
29,497
-16,190
-35% -$420K 0.21% 44
2019
Q3 		$1.06M Buy
45,687
+15,398
+51% +$332K 0.27% 51
2019
Q2 		$602K Sell
30,289
-33,635
-53% -$656K 0.15% 68
2019
Q1 		$1.18M Buy
63,924
+6,976
+12% +$125K 0.26% 60
2018
Q4 		$972K Buy
56,948
+521
+0.9% +$9.47K 0.21% 71
2018
Q3 		$1.07M Sell
56,427
-15,580
-22% -$302K 0.2% 86
2018
Q2 		$1.46M Buy
72,007
+70,616
+5,077% +$1.41M 0.21% 68
2018
Q1 		$72.3K Sell
1,391
-64,878
-98% -$1.3M 0.65% 27
2017
Q4 		$1.26M Buy
66,269
+44,109
+199% +$866K 0.13% 79
2017
Q3 		$425K Buy
22,160
+10,765
+94% +$205K 0.04% 153
2017
Q2 		$217K Buy
11,395
+11,229
+6,764% +$217K 0.02% 221
2017
Q1 		$8.17K Sell
166
-28
-14% -$571 0.02% 65
2016
Q4 		$8.91K Buy
+194
New +$4.03K 0.1% 31

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sun Life Financial sold out of Western Union (WU) in Q2 2021, closing a stake of 10,410 shares — an estimated $257K sold.

Sun Life Financial first reported a position in WU in Q4 2016 and held it in 18 quarters. The position peaked at $1.46M in Q2 2018. 567 funds tracked by Wall St. Rank hold WU as of Q2 2021.

  • Sun Life Financial reported no remaining Western Union position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 10,410 Western Union shares in Q2 2021, an estimated $257K.
  • Sun Life Financial first reported a position in Western Union in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Western Union position peaked at $1.46M in Q2 2018.
  • 567 funds tracked by Wall St. Rank held Western Union as of Q2 2021.

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