Aperio Group’s Sun Life Financial SLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$20.5M Sell
460,702
-17,012
-4% -$756K 0.06% 306
2020
Q3
$19.5M Sell
477,714
-4,094
-0.8% -$167K 0.07% 276
2020
Q2
$17.7M Buy
481,808
+44,558
+10% +$1.64M 0.07% 285
2020
Q1
$14M Buy
437,250
+90,265
+26% +$2.9M 0.06% 305
2019
Q4
$15.8M Buy
346,985
+20,605
+6% +$939K 0.06% 361
2019
Q3
$14.6M Buy
326,380
+23,285
+8% +$1.04M 0.06% 362
2019
Q2
$12.5M Buy
303,095
+32,494
+12% +$1.34M 0.05% 404
2019
Q1
$10.4M Buy
270,601
+52,897
+24% +$2.03M 0.04% 447
2018
Q4
$7.23M Buy
217,704
+15,095
+7% +$501K 0.04% 507
2018
Q3
$8.06M Sell
202,609
-30,213
-13% -$1.2M 0.04% 513
2018
Q2
$9.35M Sell
232,822
-2,244
-1% -$90.1K 0.04% 456
2018
Q1
$9.67M Buy
235,066
+39,552
+20% +$1.63M 0.05% 430
2017
Q4
$8.07M Buy
195,514
+9,183
+5% +$379K 0.04% 490
2017
Q3
$7.42M Buy
186,331
+35,033
+23% +$1.4M 0.04% 477
2017
Q2
$5.41M Buy
151,298
+10,154
+7% +$363K 0.03% 553
2017
Q1
$5.16M Sell
141,144
-11,372
-7% -$416K 0.04% 539
2016
Q4
$5.86M Sell
152,516
-20,463
-12% -$786K 0.04% 451
2016
Q3
$5.63M Buy
172,979
+12,706
+8% +$413K 0.04% 495
2016
Q2
$5.26M Buy
160,273
+26,702
+20% +$877K 0.04% 490
2016
Q1
$4.31M Sell
133,571
-49,967
-27% -$1.61M 0.04% 531
2015
Q4
$5.73M Buy
183,538
+5,933
+3% +$185K 0.05% 416
2015
Q3
$5.73M Buy
177,605
+56,666
+47% +$1.83M 0.06% 387
2015
Q2
$4.04M Buy
120,939
+33,005
+38% +$1.1M 0.04% 482
2015
Q1
$2.71M Sell
87,934
-67,566
-43% -$2.08M 0.03% 578
2014
Q4
$5.61M Buy
155,500
+18,803
+14% +$678K 0.07% 351
2014
Q3
$4.96M Buy
136,697
+9,958
+8% +$361K 0.07% 360
2014
Q2
$4.65M Buy
126,739
+9,017
+8% +$331K 0.07% 357
2014
Q1
$4.08M Buy
+117,722
New +$4.08M 0.06% 439
2013
Q4
Sell
-77,567
Closed -$2.48M 479
2013
Q3
$2.48M Buy
77,567
+21,521
+38% +$688K 0.05% 499
2013
Q2
$1.66M Buy
+56,046
New +$1.66M 0.04% 568