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AGF Investments Inc’s Sun Life Financial SLF Stock Holding History

AGF Investments Inc’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
2022
Q3 		$73.8M Buy
1,856,763
+385,995
+26% +$17.3M 0.7% 43
2022
Q2 		$67.4M Sell
1,470,768
-3,337
-0.2% -$166K 0.6% 58
2022
Q1 		$82.3M Sell
1,474,105
-172,220
-10% -$9.49M 0.62% 52
2021
Q4 		$91.6M Sell
1,646,325
-61,245
-4% -$3.39M 0.66% 51
2021
Q3 		$87.9M Sell
1,707,570
-114,460
-6% -$5.89M 0.67% 46
2021
Q2 		$94M Buy
1,822,030
+134,103
+8% +$7.08M 0.7% 43
2021
Q1 		$85.3M Sell
1,687,927
-4,863
-0.3% -$238K 0.68% 48
2020
Q4 		$75.3M Buy
1,692,790
+575,293
+51% +$24.9M 0.64% 53
2020
Q3 		$45.5M Buy
1,117,497
+37,444
+3% +$1.51M 0.46% 75
2020
Q2 		$39.7M Sell
1,080,053
-104,188
-9% -$3.58M 0.42% 87
2020
Q1 		$38.1M Buy
1,184,241
+849,721
+254% +$36.4M 0.46% 81
2019
Q4 		$15.3M Sell
334,520
-55,896
-14% -$2.51M 0.18% 130
2019
Q3 		$17.5M Sell
390,416
-154,061
-28% -$6.44M 0.22% 126
2019
Q2 		$22.5M Sell
544,477
-59,183
-10% -$2.38M 0.27% 113
2019
Q1 		$23.2M Sell
603,660
-266,430
-31% -$9.78M 0.26% 115
2018
Q4 		$28.9M Sell
870,090
-146,383
-14% -$5.29M 0.34% 93
2018
Q3 		$40.4M Sell
1,016,473
-59,003
-5% -$2.36M 0.41% 81
2018
Q2 		$43.2M Sell
1,075,476
-153,612
-12% -$6.36M 0.44% 81
2018
Q1 		$50.5M Sell
1,229,088
-459,371
-27% -$19.4M 0.55% 61
2017
Q4 		$69.7M Sell
1,688,459
-42,162
-2% -$1.68M 0.68% 53
2017
Q3 		$68.9M Buy
1,730,621
+563,457
+48% +$21.5M 0.75% 41
2017
Q2 		$41.7M Buy
1,167,164
+3,235
+0.3% +$112K 0.48% 74
2017
Q1 		$42.5M Buy
1,163,929
+1,039,472
+835% +$39.5M 0.46% 77
2016
Q4 		$4.77M Sell
124,457
-57,462
-32% -$2.08M 0.06% 210
2016
Q3 		$5.92M Buy
181,919
+2,764
+2% +$88.9K 0.07% 197
2016
Q2 		$5.88M Buy
179,155
+97,751
+120% +$3.28M 0.07% 195
2016
Q1 		$2.62M Buy
81,404
+57,104
+235% +$1.68M 0.03% 251
2015
Q4 		$758K Hold
24,300
– – 0.01% 308
2015
Q3 		$786K Sell
24,300
-21,751
-47% -$705K 0.01% 311
2015
Q2 		$1.54M Sell
46,051
-387,510
-89% -$12.8M 0.02% 295
2015
Q1 		$13.3M Sell
433,561
-105,060
-20% -$3.35M 0.14% 154
2014
Q4 		$19.4M Sell
538,621
-141,506
-21% -$5.06M 0.21% 132
2014
Q3 		$24.7M Buy
680,127
+40,114
+6% +$1.51M 0.26% 123
2014
Q2 		$23.5M Sell
640,013
-50,301
-7% -$1.73M 0.23% 134
2014
Q1 		$23.9M Sell
690,314
-108,886
-14% -$3.75M 0.24% 126
2013
Q4 		$28.2M Sell
799,200
-126,400
-14% -$4.3M 0.29% 107
2013
Q3 		$29.5M Sell
925,600
-494,000
-35% -$15.7M 0.33% 106
2013
Q2 		$42M Buy
+1,419,600
New +$40.4M 0.48% 68

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

AGF Investments Inc's SLF Position: Q3 2022 in Review

AGF Investments Inc increased its Sun Life Financial (SLF) stake by 26% in Q3 2022, buying an estimated $17.3M and bringing the position to 1,856,763 shares worth $73.8M. The position accounts for 0.7% of the portfolio, ranked #43.

AGF Investments Inc first reported a position in SLF in Q2 2013 and has held it in 38 quarters since. The position peaked at $94M in Q2 2021. 353 funds tracked by Wall St. Rank hold SLF as of Q3 2022.

  • AGF Investments Inc held 1,856,763 shares of Sun Life Financial worth $73.8M as of Q3 2022.
  • AGF Investments Inc bought 385,995 Sun Life Financial shares in Q3 2022, an estimated $17.3M.
  • Sun Life Financial made up 0.7% of AGF Investments Inc's portfolio in Q3 2022, its #43 holding.
  • AGF Investments Inc first reported a position in Sun Life Financial in Q2 2013 and has held it in 38 quarters since.
  • AGF Investments Inc's Sun Life Financial position peaked at $94M in Q2 2021.
  • 353 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2022.

Based on AGF Investments Inc's 13F filing for Q3 2022, filed 10 Nov 2022.