Antonetti Capital Management’s Sun Life Financial SLF Stock Holding History

Antonetti Capital Management’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	$7.32K	Sell	150 -154	-51%	-$7.72K	0.01%	224
2023 Q2	$15.8K	Hold	304	–	–	0.02%	191
2023 Q1	$14.2K	Hold	304	–	–	0.02%	196
2022 Q4	$14.1K	Hold	304	–	–	0.02%	196
2022 Q3	$12K	Hold	304	–	–	0.01%	209
2022 Q2	$14K	Sell	304 -100	-25%	-$4.98K	0.01%	206
2022 Q1	$23K	Hold	404	–	–	0.02%	194
2021 Q4	$23K	Buy	+404	New	+$22.3K	0.02%	233

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

Antonetti Capital Management's SLF Position: Q3 2023 in Review

Antonetti Capital Management reduced its Sun Life Financial (SLF) stake by 51% in Q3 2023, selling an estimated $7.72K and leaving 150 shares worth $7.32K. The position accounts for 0.01% of the portfolio, ranked #224.

Antonetti Capital Management first reported a position in SLF in Q4 2021 and has held it in 8 quarters since. The position peaked at $23K in Q1 2022. 379 funds tracked by Wall St. Rank hold SLF as of Q3 2023.

Antonetti Capital Management held 150 shares of Sun Life Financial worth $7.32K as of Q3 2023.
Antonetti Capital Management sold 154 Sun Life Financial shares in Q3 2023, an estimated $7.72K.
Sun Life Financial made up 0.01% of Antonetti Capital Management's portfolio in Q3 2023, its #224 holding.
Antonetti Capital Management first reported a position in Sun Life Financial in Q4 2021 and has held it in 8 quarters since.
Antonetti Capital Management's Sun Life Financial position peaked at $23K in Q1 2022.
379 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.