SEC 13F Intelligence

Sun Life Financial Inc / NEAR

Sun Life Financial Inc’s Ishares U S Etf Tr Position

Does Sun Life Financial Inc own Ishares U S Etf Tr (NEAR)? Not currently — the last reported position was 810.3K shares worth $40M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$40M
Q2 2023
Shares
810.3K
% of Portfolio
+2.46%
Quarters Held
10
position exited

Position History NEAR

Reported value by quarter
Q1 ’21: $50MQ1 ’21Q2 ’21: $83MQ3 ’21: $71MQ3 ’21Q4 ’21: $54MQ1 ’22: $40MQ1 ’22Q2 ’22: $40MQ3 ’22: $40MQ3 ’22Q4 ’22: $40MQ1 ’23: $40MQ1 ’23Q2 ’23: $40Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023810.3K$40M+2.46%
Q1 2023810.3K$40M+2.85%
Q4 2022810.3K$40M+3.06%
Q3 2022810.3K$40M+3.20%
Q2 2022810.3K$40M+3.01%
Q1 2022810.3K$40M+1.86%
Q4 20211.08M$54M+2.00%
Q3 20211.41M$71M+4.04%
Q2 20211.65M$83M+4.18%
Q1 2021995.0K$50M+4.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sun Life Financial Inc’s full portfolio or all institutional holders of NEAR.