Sun Life Financial’s Exxon Mobil XOM Stock Holding History

Sun Life Financial’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10,190	Closed	-$569K	–	491
2021 Q1	$569K	Buy	10,190 +163	+2%	+$9.1K	0.05%	56
2020 Q4	$413K	Sell	10,027 -13,113	-57%	-$540K	0.05%	63
2020 Q3	$794K	Buy	23,140 +7,901	+52%	+$271K	0.13%	49
2020 Q2	$681K	Buy	15,239 +789	+5%	+$35.3K	0.13%	54
2020 Q1	$549K	Buy	14,450 +2,985	+26%	+$113K	0.14%	49
2019 Q4	$800K	Sell	11,465 -6,064	-35%	-$423K	0.21%	42
2019 Q3	$1.24M	Buy	17,529 +5,974	+52%	+$422K	0.32%	38
2019 Q2	$885K	Sell	11,555 -12,821	-53%	-$982K	0.22%	31
2019 Q1	$1.97M	Sell	24,376 -1,612	-6%	-$130K	0.44%	24
2018 Q4	$1.77M	Sell	25,988 -1,965	-7%	-$134K	0.37%	32
2018 Q3	$2.38M	Sell	27,953 -9	-0%	-$765	0.43%	28
2018 Q2	$2.31M	Buy	27,962 +25,303	+952%	+$2.09M	0.33%	28
2018 Q1	$35.6K	Sell	2,659 -23,270	-90%	-$312K	0.32%	48
2017 Q4	$2.17M	Sell	25,929 -9,945	-28%	-$832K	0.22%	35
2017 Q3	$2.94M	Buy	35,874 +2,625	+8%	+$215K	0.29%	30
2017 Q2	$2.68M	Buy	33,249 +32,892	+9,213%	+$2.66M	0.29%	29
2017 Q1	$4.36K	Buy	357 +156	+78%	+$1.9K	0.01%	82
2016 Q4	$2.22K	Sell	201 -4,173	-95%	-$46.1K	0.02%	71
2016 Q3	$382K	Sell	4,374 -6,392	-59%	-$558K	0.05%	39
2016 Q2	$1.01M	Sell	10,766 -6,674	-38%	-$625K	0.12%	47
2016 Q1	$1.46K	Sell	17,440 -6,337	-27%	-$530	﹤0.01%	88
2015 Q4	$1.85M	Sell	23,777 -7,702	-24%	-$600K	0.25%	35
2015 Q3	$2.34M	Sell	31,479 -17,367	-36%	-$1.29M	0.5%	26
2015 Q2	$4.06M	Hold	48,846	–	–	0.43%	27
2015 Q1	$4.15M	Sell	48,846 -10,620	-18%	-$903K	0.43%	26
2014 Q4	$5.5M	Sell	59,466 -8,341	-12%	-$771K	0.58%	23
2014 Q3	$6.38M	Sell	67,807 -13,490	-17%	-$1.27M	0.67%	22
2014 Q2	$8.19M	Sell	81,297 -8,026	-9%	-$808K	0.85%	18
2014 Q1	$8.73M	Sell	89,323 -38,068	-30%	-$3.72M	0.87%	19
2013 Q4	$12.9M	Sell	127,391 -37,665	-23%	-$3.81M	1.14%	14
2013 Q3	$14.2M	Sell	165,056 -9,688	-6%	-$834K	1.27%	12
2013 Q2	$15.8M	Buy	+174,744	New	+$15.8M	1.33%	14