SLF
ZEUS

Sun Life Financial’s Olympic Steel ZEUS Stock Holding History

Sun Life Financial’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,915
Closed -$28K – 587
2019
Q3 		$28K Buy
1,915
+11
+0.6% +$137 0.01% 360
2019
Q2 		$26K Hold
1,904
– – 0.01% 361
2019
Q1 		$30K Sell
1,904
-2,455
-56% -$44.1K 0.01% 429
2018
Q4 		$62K Sell
4,359
-4,079
-48% -$74.1K 0.01% 353
2018
Q3 		$176K Buy
8,438
+53
+0.6% +$1.15K 0.03% 251
2018
Q2 		$171K Buy
+8,385
New +$188K 0.02% 248

Other funds holding ZEUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sun Life Financial's ZEUS Position: Q4 2019 in Review

Sun Life Financial sold out of Olympic Steel (ZEUS) in Q4 2019, closing a stake of 1,915 shares — an estimated $28K sold.

Sun Life Financial first reported a position in ZEUS in Q2 2018 and held it in 6 quarters. The position peaked at $176K in Q3 2018. 96 funds tracked by Wall St. Rank hold ZEUS as of Q4 2019.

  • Sun Life Financial reported no remaining Olympic Steel position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 1,915 Olympic Steel shares in Q4 2019, an estimated $28K.
  • Sun Life Financial first reported a position in Olympic Steel in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Olympic Steel position peaked at $176K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held Olympic Steel as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.