AJOVista’s Sun Life Financial SLF Stock Holding History

AJOVista’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
2024 Q1	–	Sell	-35,400	Closed	-$1.84M	–	362
2023 Q4	$1.84M	Buy	+35,400	New	+$1.74M	2.32%	7

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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

AJOVista's SLF Position: Q1 2024 in Review

AJOVista sold out of Sun Life Financial (SLF) in Q1 2024, closing a stake of 35,400 shares — an estimated $1.84M sold.

AJOVista first reported a position in SLF in Q4 2023 and held it in 1 quarter. The position peaked at $1.84M in Q4 2023. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2024.

AJOVista reported no remaining Sun Life Financial position as of Q1 2024 after selling out during the quarter.
AJOVista sold 35,400 Sun Life Financial shares in Q1 2024, an estimated $1.84M.
AJOVista first reported a position in Sun Life Financial in Q4 2023 and held it in 1 quarter.
AJOVista's Sun Life Financial position peaked at $1.84M in Q4 2023.
421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.