SLF
XRX icon

Sun Life Financial’s Xerox XRX Stock Holding History

Sun Life Financial’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-99
Closed -$2K – 521
2020
Q4 		$2K Sell
99
-7
-7% -$148 ﹤0.01% 508
2020
Q3 		$2K Sell
106
-6
-5% -$105 ﹤0.01% 507
2020
Q2 		$2K Sell
112
-2
-2% -$35 ﹤0.01% 462
2020
Q1 		$2K Buy
114
+1
+0.9% +$32 ﹤0.01% 453
2019
Q4 		$4K Sell
113
-43
-28% -$1.5K ﹤0.01% 445
2019
Q3 		$5K Sell
156
-5
-3% -$157 ﹤0.01% 589
2019
Q2 		$6K Sell
161
-179
-53% -$5.98K ﹤0.01% 576
2019
Q1 		$11K Sell
340
-232
-41% -$6.54K ﹤0.01% 584
2018
Q4 		$11K Sell
572
-38
-6% -$975 ﹤0.01% 602
2018
Q3 		$16K Buy
610
+30
+5% +$793 ﹤0.01% 603
2018
Q2 		$14K Buy
580
+552
+1,971% +$15.6K ﹤0.01% 617
2018
Q1 		$976 Sell
28
-439
-94% -$13.5K 0.01% 329
2017
Q4 		$14K Sell
467
-1,106
-70% -$33.6K ﹤0.01% 464
2017
Q3 		$52K Sell
1,573
-7,115
-82% -$224K 0.01% 449
2017
Q2 		$250K Buy
8,688
+8,635
+16,292% +$244K 0.03% 197
2017
Q1 		$28.9K Buy
+53
New +$1.53K 0.06% 45

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Sun Life Financial's XRX Position: Q1 2021 in Review

Sun Life Financial sold out of Xerox (XRX) in Q1 2021, closing a stake of 99 shares — an estimated $2K sold.

Sun Life Financial first reported a position in XRX in Q1 2017 and held it in 16 quarters. The position peaked at $250K in Q2 2017. 373 funds tracked by Wall St. Rank hold XRX as of Q1 2021.

  • Sun Life Financial reported no remaining Xerox position as of Q1 2021 after selling out during the quarter.
  • Sun Life Financial sold 99 Xerox shares in Q1 2021, an estimated $2K.
  • Sun Life Financial first reported a position in Xerox in Q1 2017 and held it in 16 quarters.
  • Sun Life Financial's Xerox position peaked at $250K in Q2 2017.
  • 373 funds tracked by Wall St. Rank held Xerox as of Q1 2021.

Based on Sun Life Financial's 13F filing for Q1 2021, filed 12 May 2021.