Sun Life Financial INC Buys Crescent Capital BDC Inc, Vanguard High Dividend Yield Indx ETF, iShares MSCI EAFE ETF, Sells BTC BlackRock Ultra Short-Term Bond ETF, iShares Core Total USD Bond Market ETF, Bank of New York Mellon Corp

Toronto, A6, based Investment company Sun Life Financial INC (Current Portfolio) buys Crescent Capital BDC Inc, Vanguard High Dividend Yield Indx ETF, iShares MSCI EAFE ETF, Comcast Corp, Visa Inc, sells BTC BlackRock Ultra Short-Term Bond ETF, iShares Core Total USD Bond Market ETF, Bank of New York Mellon Corp, State Street Corporation during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Sun Life Financial INC. As of 2021Q3, Sun Life Financial INC owns 80 stocks with a total value of $1.6 billion. These are the details of the buys and sells.

For the details of Sun Life Financial INC's stock buys and sells, go to https://www.gurufocus.com/guru/sun+life+financial+inc/current-portfolio/portfolio

These are the top 5 holdings of Sun Life Financial INC
  1. S&P 500 ETF TRUST ETF (SPY) - 1,903,841 shares, 49.68% of the total portfolio. Shares reduced by 1.38%
  2. Mister Car Wash Inc (MCW) - 9,269,238 shares, 10.29% of the total portfolio. Shares reduced by 4.6%
  3. JPMorgan Ultra-Short Income ETF (JPST) - 2,759,354 shares, 8.51% of the total portfolio. Shares reduced by 15.41%
  4. PowerShares QQQ Trust Ser 1 (QQQ) - 208,900 shares, 4.55% of the total portfolio.
  5. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 696,286 shares, 4.32% of the total portfolio. Shares reduced by 14.72%
New Purchase: iShares Core S&P Mid-Cap ETF (IJH)

Sun Life Financial INC initiated holding in iShares Core S&P Mid-Cap ETF. The purchase prices were between $255.51 and $276.04, with an estimated average price of $268.1. The stock is now traded at around $289.550000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,110 shares as of 2021-09-30.

New Purchase: SPDR Bloomberg Convertible Securities ETF (CWB)

Sun Life Financial INC initiated holding in SPDR Bloomberg Convertible Securities ETF. The purchase prices were between $83.41 and $88.53, with an estimated average price of $86.03. The stock is now traded at around $88.710000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,156 shares as of 2021-09-30.

Added: Crescent Capital BDC Inc (CCAP)

Sun Life Financial INC added to a holding in Crescent Capital BDC Inc by 2589.53%. The purchase prices were between $18.4 and $19.33, with an estimated average price of $18.8. The stock is now traded at around $20.565000. The impact to a portfolio due to this purchase was 0.45%. The holding were 405,500 shares as of 2021-09-30.

Added: Vanguard High Dividend Yield Indx ETF (VYM)

Sun Life Financial INC added to a holding in Vanguard High Dividend Yield Indx ETF by 35.36%. The purchase prices were between $101.6 and $107.59, with an estimated average price of $105.07. The stock is now traded at around $110.650000. The impact to a portfolio due to this purchase was 0.08%. The holding were 49,901 shares as of 2021-09-30.

Added: iShares MSCI EAFE ETF (EFA)

Sun Life Financial INC added to a holding in iShares MSCI EAFE ETF by 47.37%. The purchase prices were between $76.9 and $82.13, with an estimated average price of $80.01. The stock is now traded at around $81.400000. The impact to a portfolio due to this purchase was 0.06%. The holding were 38,112 shares as of 2021-09-30.

Added: Vanguard S&P Small-Cap 600 ETF (VIOO)

Sun Life Financial INC added to a holding in Vanguard S&P Small-Cap 600 ETF by 26.69%. The purchase prices were between $192.02 and $208.63, with an estimated average price of $202.17. The stock is now traded at around $220.680000. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,776 shares as of 2021-09-30.

Added: Comcast Corp (CMCSA)

Sun Life Financial INC added to a holding in Comcast Corp by 29.70%. The purchase prices were between $54.75 and $61.75, with an estimated average price of $58.36. The stock is now traded at around $53.700000. The impact to a portfolio due to this purchase was 0.03%. The holding were 35,589 shares as of 2021-09-30.

Added: Visa Inc (V)

Sun Life Financial INC added to a holding in Visa Inc by 30.68%. The purchase prices were between $220.05 and $250.93, with an estimated average price of $234.41. The stock is now traded at around $213.350000. The impact to a portfolio due to this purchase was 0.03%. The holding were 7,986 shares as of 2021-09-30.

Sold Out: State Street Corporation (STT)

Sun Life Financial INC sold out a holding in State Street Corporation. The sale prices were between $79.59 and $94.28, with an estimated average price of $87.03.

Sold Out: Bank of New York Mellon Corp (BK)

Sun Life Financial INC sold out a holding in Bank of New York Mellon Corp. The sale prices were between $47.58 and $56.41, with an estimated average price of $52.



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