Sun Life Financial’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,190
| Closed | -$569K | – | 492 |
|
|
2021
Q1 | $569K | Buy |
10,190
+163
| +2% | +$8.55K | 0.05% | 56 |
|
|
2020
Q4 | $413K | Sell |
10,027
-13,113
| -57% | -$492K | 0.05% | 63 |
|
|
2020
Q3 | $794K | Buy |
23,140
+7,901
| +52% | +$323K | 0.13% | 49 |
|
|
2020
Q2 | $681K | Buy |
15,239
+789
| +5% | +$35.4K | 0.13% | 54 |
|
|
2020
Q1 | $549K | Buy |
14,450
+2,985
| +26% | +$165K | 0.14% | 49 |
|
|
2019
Q4 | $800K | Sell |
11,465
-6,064
| -35% | -$419K | 0.21% | 42 |
|
|
2019
Q3 | $1.24M | Buy |
17,529
+5,974
| +52% | +$432K | 0.32% | 38 |
|
|
2019
Q2 | $885K | Sell |
11,555
-12,821
| -53% | -$992K | 0.22% | 31 |
|
|
2019
Q1 | $1.97M | Sell |
24,376
-1,612
| -6% | -$123K | 0.44% | 24 |
|
|
2018
Q4 | $1.77M | Sell |
25,988
-1,965
| -7% | -$154K | 0.37% | 32 |
|
|
2018
Q3 | $2.38M | Sell |
27,953
-9
| -0% | -$736 | 0.43% | 28 |
|
|
2018
Q2 | $2.31M | Buy |
27,962
+25,303
| +952% | +$2.02M | 0.33% | 28 |
|
|
2018
Q1 | $35.6K | Sell |
2,659
-23,270
| -90% | -$1.86M | 0.32% | 48 |
|
|
2017
Q4 | $2.17M | Sell |
25,929
-9,945
| -28% | -$823K | 0.22% | 35 |
|
|
2017
Q3 | $2.94M | Buy |
35,874
+2,625
| +8% | +$208K | 0.29% | 30 |
|
|
2017
Q2 | $2.68M | Buy |
33,249
+32,892
| +9,213% | +$2.69M | 0.29% | 29 |
|
|
2017
Q1 | $4.36K | Buy |
357
+156
| +78% | +$13K | 0.01% | 84 |
|
|
2016
Q4 | $2.22K | Sell |
201
-4,173
| -95% | -$365K | 0.02% | 71 |
|
|
2016
Q3 | $382K | Sell |
4,374
-6,392
| -59% | -$567K | 0.05% | 39 |
|
|
2016
Q2 | $1.01M | Sell |
10,766
-6,674
| -38% | -$590K | 0.12% | 49 |
|
|
2016
Q1 | $1.46K | Sell |
17,440
-6,337
| -27% | -$508K | ﹤0.01% | 90 |
|
|
2015
Q4 | $1.85M | Sell |
23,777
-7,702
| -24% | -$616K | 0.25% | 36 |
|
|
2015
Q3 | $2.34M | Sell |
31,479
-17,367
| -36% | -$1.34M | 0.5% | 26 |
|
|
2015
Q2 | $4.06M | Hold |
48,846
| – | – | 0.43% | 27 |
|
|
2015
Q1 | $4.15M | Sell |
48,846
-10,620
| -18% | -$942K | 0.43% | 26 |
|
|
2014
Q4 | $5.5M | Sell |
59,466
-8,341
| -12% | -$778K | 0.58% | 23 |
|
|
2014
Q3 | $6.38M | Sell |
67,807
-13,490
| -17% | -$1.34M | 0.67% | 22 |
|
|
2014
Q2 | $8.19M | Sell |
81,297
-8,026
| -9% | -$810K | 0.85% | 18 |
|
|
2014
Q1 | $8.72M | Sell |
89,323
-38,068
| -30% | -$3.63M | 0.87% | 20 |
|
|
2013
Q4 | $12.9M | Sell |
127,391
-37,665
| -23% | -$3.48M | 1.14% | 14 |
|
|
2013
Q3 | $14.2M | Sell |
165,056
-9,688
| -6% | -$873K | 1.27% | 12 |
|
|
2013
Q2 | $15.8M | Buy |
+174,744
| New | +$15.7M | 1.33% | 16 |
|
Other funds holding XOM
Sun Life Financial's XOM Position: Q2 2021 in Review
Sun Life Financial sold out of ExxonMobil (XOM) in Q2 2021, closing a stake of 10,190 shares — an estimated $569K sold.
Sun Life Financial first reported a position in XOM in Q2 2013 and held it in 32 quarters. The position peaked at $15.8M in Q2 2013. 2,747 funds tracked by Wall St. Rank hold XOM as of Q2 2021.
- Sun Life Financial reported no remaining ExxonMobil position as of Q2 2021 after selling out during the quarter.
- Sun Life Financial sold 10,190 ExxonMobil shares in Q2 2021, an estimated $569K.
- Sun Life Financial first reported a position in ExxonMobil in Q2 2013 and held it in 32 quarters.
- Sun Life Financial's ExxonMobil position peaked at $15.8M in Q2 2013.
- 2,747 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2021.
Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.