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

Atticus 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
2025 Q3	–	Sell	-491	Closed	-$32.6K	–	556
2025 Q2	$32.6K	Hold	491	–	–	0.01%	365
2025 Q1	$28.1K	Hold	491	–	–	0.01%	287
2024 Q4	$29.1K	Hold	491	–	–	0.01%	301
2024 Q3	$28.5K	Hold	491	–	–	0.01%	301
2024 Q2	$24.1K	Hold	491	–	–	0.01%	295
2024 Q1	$26.8K	Hold	491	–	–	0.01%	298
2023 Q4	$25.5K	Hold	491	–	–	0.01%	311
2023 Q3	$24K	Hold	491	–	–	0.01%	319
2023 Q2	$25.6K	Hold	491	–	–	0.01%	318
2023 Q1	$22.9K	Hold	491	–	–	0.01%	311
2022 Q4	$22.8K	Hold	491	–	–	0.01%	321
2022 Q3	$22K	Hold	491	–	–	0.01%	303
2022 Q2	$22K	Hold	491	–	–	0.01%	331
2022 Q1	$27K	Hold	491	–	–	0.01%	304
2021 Q4	$27K	Hold	491	–	–	0.01%	289
2021 Q3	$25K	Hold	491	–	–	0.01%	296
2021 Q2	$25K	Hold	491	–	–	0.01%	274
2021 Q1	$25K	Hold	491	–	–	0.01%	261
2020 Q4	$22K	Hold	491	–	–	0.01%	256
2020 Q3	$20K	Hold	491	–	–	0.01%	224
2020 Q2	$18K	Hold	491	–	–	0.01%	216
2020 Q1	$16K	Buy	+491	New	+$21K	0.01%	214

Other funds holding SLF

Royal Bank of Canada

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return