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Apollon Wealth Management’s Sun Life Financial SLF Stock Holding History

Apollon Wealth 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
2020
Q1 		– Sell
-7,328
Closed -$351K – 80
2019
Q4 		$351K Sell
7,328
-1,194
-14% -$53.7K 0.31% 45
2019
Q3 		$382K Hold
8,522
– – 0.4% 40
2019
Q2 		$352K Hold
8,522
– – 0.4% 36
2019
Q1 		$327K Sell
8,522
-568
-6% -$20.8K 0.43% 39
2018
Q4 		$328K Buy
+9,090
New +$329K 0.3% 36

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Apollon Wealth Management's SLF Position: Q1 2020 in Review

Apollon Wealth Management sold out of Sun Life Financial (SLF) in Q1 2020, closing a stake of 7,328 shares — an estimated $351K sold.

Apollon Wealth Management first reported a position in SLF in Q4 2018 and held it in 5 quarters. The position peaked at $382K in Q3 2019. 305 funds tracked by Wall St. Rank hold SLF as of Q1 2020.

  • Apollon Wealth Management reported no remaining Sun Life Financial position as of Q1 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 7,328 Sun Life Financial shares in Q1 2020, an estimated $351K.
  • Apollon Wealth Management first reported a position in Sun Life Financial in Q4 2018 and held it in 5 quarters.
  • Apollon Wealth Management's Sun Life Financial position peaked at $382K in Q3 2019.
  • 305 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2020.

Based on Apollon Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.