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Sun Life Financial’s Weyerhaeuser WY Stock Holding History

Sun Life Financial’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-444
Closed -$16K – 490
2021
Q1 		$16K Buy
444
+3
+0.7% +$102 ﹤0.01% 318
2020
Q4 		$15K Sell
441
-8
-2% -$241 ﹤0.01% 304
2020
Q3 		$13K Sell
449
-25,668
-98% -$705K ﹤0.01% 313
2020
Q2 		$587K Buy
26,117
+511
+2% +$10.3K 0.11% 63
2020
Q1 		$434K Sell
25,606
-6,202
-19% -$163K 0.11% 67
2019
Q4 		$961K Sell
31,808
-17,846
-36% -$518K 0.26% 31
2019
Q3 		$1.38M Buy
49,654
+19,799
+66% +$517K 0.35% 30
2019
Q2 		$786K Sell
29,855
-33,447
-53% -$850K 0.2% 43
2019
Q1 		$1.67M Buy
63,302
+61,209
+2,924% +$1.54M 0.37% 34
2018
Q4 		$46K Buy
2,093
+12
+0.6% +$320 0.01% 400
2018
Q3 		$67K Buy
2,081
+29
+1% +$1.01K 0.01% 381
2018
Q2 		$75K Buy
2,052
+1,932
+1,610% +$70.6K 0.01% 366
2018
Q1 		$3.44K Sell
120
-1,536
-93% -$54.2K 0.03% 168
2017
Q4 		$58K Sell
1,656
-3,887
-70% -$138K 0.01% 250
2017
Q3 		$189K Sell
5,543
-7,240
-57% -$238K 0.02% 233
2017
Q2 		$428K Buy
12,783
+12,523
+4,817% +$422K 0.05% 137
2017
Q1 		$7.64K Buy
260
+42
+19% +$1.37K 0.02% 67
2016
Q4 		$7.25K Buy
+218
New +$6.72K 0.08% 37

Other funds holding WY

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sun Life Financial sold out of Weyerhaeuser (WY) in Q2 2021, closing a stake of 444 shares — an estimated $16K sold.

Sun Life Financial first reported a position in WY in Q4 2016 and held it in 18 quarters. The position peaked at $1.67M in Q1 2019. 920 funds tracked by Wall St. Rank hold WY as of Q2 2021.

  • Sun Life Financial reported no remaining Weyerhaeuser position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 444 Weyerhaeuser shares in Q2 2021, an estimated $16K.
  • Sun Life Financial first reported a position in Weyerhaeuser in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Weyerhaeuser position peaked at $1.67M in Q1 2019.
  • 920 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2021.

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