Atlas Capital Advisors’s Sun Life Financial SLF Stock Holding History

Atlas Capital Advisors’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 Q1	–	Sell	-1,358	Closed	-$70.4K	–	951
2023 Q4	$70.4K	Hold	1,358	–	–	0.01%	546
2023 Q3	$66.3K	Hold	1,358	–	–	0.01%	505
2023 Q2	$70.8K	Buy	+1,358	New	+$66.7K	0.01%	527
2022 Q2	–	Sell	-177	Closed	-$9.88K	–	1021
2022 Q1	$9.88K	Hold	177	–	–	﹤0.01%	708
2021 Q4	$9.86K	Hold	177	–	–	﹤0.01%	721
2021 Q3	$9.11K	Sell	177 -278	-61%	-$14.3K	﹤0.01%	738
2021 Q2	$23.4K	Hold	455	–	–	﹤0.01%	633
2021 Q1	$23K	Hold	455	–	–	﹤0.01%	582
2020 Q4	$20.2K	Buy	+455	New	+$19.7K	﹤0.01%	542
2020 Q3	–	Sell	-745	Closed	-$27.4K	–	547
2020 Q2	$27.4K	Hold	745	–	–	0.01%	525
2020 Q1	$23.9K	Sell	745 -420	-36%	-$18K	0.01%	503
2019 Q4	$53.1K	Hold	1,165	–	–	0.01%	461
2019 Q3	$52.2K	Sell	1,165 -575	-33%	-$24K	0.02%	459
2019 Q2	$72K	Hold	1,740	–	–	0.02%	440
2019 Q1	$66.8K	Hold	1,740	–	–	0.02%	398
2018 Q4	$57.8K	Sell	1,740 -16,972	-91%	-$614K	0.02%	394
2018 Q3	$741K	Sell	18,712 -2,128	-10%	-$85.2K	0.25%	111
2018 Q2	$848K	Buy	20,840 +13,691	+192%	+$567K	0.3%	97
2018 Q1	$294K	Buy	+7,149	New	+$301K	0.09%	250

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Atlas Capital Advisors's SLF Position: Q1 2024 in Review

Atlas Capital Advisors sold out of Sun Life Financial (SLF) in Q1 2024, closing a stake of 1,358 shares — an estimated $70.4K sold.

Atlas Capital Advisors first reported a position in SLF in Q1 2018 and held it in 19 quarters. The position peaked at $848K in Q2 2018. 422 funds tracked by Wall St. Rank hold SLF as of Q1 2024.

Atlas Capital Advisors reported no remaining Sun Life Financial position as of Q1 2024 after selling out during the quarter.
Atlas Capital Advisors sold 1,358 Sun Life Financial shares in Q1 2024, an estimated $70.4K.
Atlas Capital Advisors first reported a position in Sun Life Financial in Q1 2018 and held it in 19 quarters.
Atlas Capital Advisors's Sun Life Financial position peaked at $848K in Q2 2018.
422 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2024.

Based on Atlas Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.