Aperio Group’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $20.5M | Sell |
460,702
-17,012
| -4% | -$737K | 0.06% | 306 |
|
|
2020
Q3 | $19.5M | Sell |
477,714
-4,094
| -0.8% | -$166K | 0.07% | 276 |
|
|
2020
Q2 | $17.7M | Buy |
481,808
+44,558
| +10% | +$1.53M | 0.07% | 285 |
|
|
2020
Q1 | $14M | Buy |
437,250
+90,265
| +26% | +$3.87M | 0.06% | 305 |
|
|
2019
Q4 | $15.8M | Buy |
346,985
+20,605
| +6% | +$927K | 0.06% | 361 |
|
|
2019
Q3 | $14.6M | Buy |
326,380
+23,285
| +8% | +$973K | 0.06% | 362 |
|
|
2019
Q2 | $12.5M | Buy |
303,095
+32,494
| +12% | +$1.31M | 0.05% | 404 |
|
|
2019
Q1 | $10.4M | Buy |
270,601
+52,897
| +24% | +$1.94M | 0.04% | 447 |
|
|
2018
Q4 | $7.23M | Buy |
217,704
+15,095
| +7% | +$546K | 0.04% | 507 |
|
|
2018
Q3 | $8.06M | Sell |
202,609
-30,213
| -13% | -$1.21M | 0.04% | 513 |
|
|
2018
Q2 | $9.35M | Sell |
232,822
-2,244
| -1% | -$92.9K | 0.04% | 456 |
|
|
2018
Q1 | $9.67M | Buy |
235,066
+39,552
| +20% | +$1.67M | 0.05% | 430 |
|
|
2017
Q4 | $8.07M | Buy |
195,514
+9,183
| +5% | +$366K | 0.04% | 490 |
|
|
2017
Q3 | $7.42M | Buy |
186,331
+35,033
| +23% | +$1.34M | 0.04% | 477 |
|
|
2017
Q2 | $5.41M | Buy |
151,298
+10,154
| +7% | +$350K | 0.03% | 553 |
|
|
2017
Q1 | $5.16M | Sell |
141,144
-11,372
| -7% | -$432K | 0.04% | 539 |
|
|
2016
Q4 | $5.86M | Sell |
152,516
-20,463
| -12% | -$741K | 0.04% | 451 |
|
|
2016
Q3 | $5.63M | Buy |
172,979
+12,706
| +8% | +$409K | 0.04% | 495 |
|
|
2016
Q2 | $5.26M | Buy |
160,273
+26,702
| +20% | +$895K | 0.04% | 490 |
|
|
2016
Q1 | $4.31M | Sell |
133,571
-49,967
| -27% | -$1.47M | 0.04% | 531 |
|
|
2015
Q4 | $5.73M | Buy |
183,538
+5,933
| +3% | +$196K | 0.05% | 416 |
|
|
2015
Q3 | $5.73M | Buy |
177,605
+56,666
| +47% | +$1.84M | 0.06% | 387 |
|
|
2015
Q2 | $4.04M | Buy |
120,939
+33,005
| +38% | +$1.09M | 0.04% | 482 |
|
|
2015
Q1 | $2.71M | Sell |
87,934
-67,566
| -43% | -$2.16M | 0.03% | 578 |
|
|
2014
Q4 | $5.61M | Buy |
155,500
+18,803
| +14% | +$672K | 0.07% | 351 |
|
|
2014
Q3 | $4.96M | Buy |
136,697
+9,958
| +8% | +$374K | 0.07% | 360 |
|
|
2014
Q2 | $4.65M | Buy |
126,739
+9,017
| +8% | +$311K | 0.07% | 357 |
|
|
2014
Q1 | $4.08M | Buy |
+117,722
| New | +$4.05M | 0.06% | 439 |
|
|
2013
Q4 | – | Sell |
-77,567
| Closed | -$2.64M | – | 479 |
|
|
2013
Q3 | $2.48M | Buy |
77,567
+21,521
| +38% | +$684K | 0.05% | 499 |
|
|
2013
Q2 | $1.66M | Buy |
+56,046
| New | +$1.59M | 0.04% | 568 |
|
Other funds holding SLF
BGC
Aperio Group's SLF Position: Q4 2020 in Review
Aperio Group reduced its Sun Life Financial (SLF) stake by 3.6% in Q4 2020, selling an estimated $737K and leaving 460,702 shares worth $20.5M. The position accounts for 0.06% of the portfolio, ranked #306.
Aperio Group first reported a position in SLF in Q2 2013 and has held it in 30 quarters since. 347 funds tracked by Wall St. Rank hold SLF as of Q4 2020.
- Aperio Group held 460,702 shares of Sun Life Financial worth $20.5M as of Q4 2020.
- Aperio Group sold 17,012 Sun Life Financial shares in Q4 2020, an estimated $737K.
- Sun Life Financial made up 0.06% of Aperio Group's portfolio in Q4 2020, its #306 holding.
- Aperio Group first reported a position in Sun Life Financial in Q2 2013 and has held it in 30 quarters since.
- 347 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.