Alta Advisers’s Sun Life Financial SLF Stock Holding History

Alta Advisers’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 Q4	–	Sell	-1,570	Closed	-$91.2K	–	365
2024 Q3	$91.2K	Buy	+1,570	New	+$82.1K	0.04%	317

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

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Alta Advisers's SLF Position: Q4 2024 in Review

Alta Advisers sold out of Sun Life Financial (SLF) in Q4 2024, closing a stake of 1,570 shares — an estimated $91.2K sold.

Alta Advisers first reported a position in SLF in Q3 2024 and held it in 1 quarter. The position peaked at $91.2K in Q3 2024. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2024.

Alta Advisers reported no remaining Sun Life Financial position as of Q4 2024 after selling out during the quarter.
Alta Advisers sold 1,570 Sun Life Financial shares in Q4 2024, an estimated $91.2K.
Alta Advisers first reported a position in Sun Life Financial in Q3 2024 and held it in 1 quarter.
Alta Advisers's Sun Life Financial position peaked at $91.2K in Q3 2024.
441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.