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	Sell	53 -5	-9%	-$144	0.07%	45
2016 Q4	$17.4K	Buy	+58	New	+$1.44K	0.19%	23

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return