Advisor Partners II’s Sun Life Financial SLF Stock Holding History

Advisor Partners II’s Portfolio SLF Stock Details SLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$381K	Buy	7,799 +528	+7%	+$26.5K	0.02%	843
2023 Q2	$379K	Buy	7,271 +106	+1%	+$5.21K	0.02%	702
2023 Q1	$335K	Buy	7,165 +1,886	+36%	+$90.8K	0.02%	689
2022 Q4	$245K	Buy	+5,279	New	+$234K	0.02%	760

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Advisor Partners II's SLF Position: Q3 2023 in Review

Advisor Partners II increased its Sun Life Financial (SLF) stake by 7.3% in Q3 2023, buying an estimated $26.5K and bringing the position to 7,799 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #843.

Advisor Partners II first reported a position in SLF in Q4 2022 and has held it in 4 quarters since. 379 funds tracked by Wall St. Rank hold SLF as of Q3 2023.

Advisor Partners II held 7,799 shares of Sun Life Financial worth $381K as of Q3 2023.
Advisor Partners II bought 528 Sun Life Financial shares in Q3 2023, an estimated $26.5K.
Sun Life Financial made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #843 holding.
Advisor Partners II first reported a position in Sun Life Financial in Q4 2022 and has held it in 4 quarters since.
379 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.