Avalon Investment & Advisory’s Sun Life Financial SLF Stock Holding History

Avalon Investment & Advisory’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
2022 Q3	–	Sell	-237,757	Closed	-$10.9M	–	317
2022 Q2	$10.9M	Sell	237,757 -354	-0.1%	-$17.6K	0.31%	95
2022 Q1	$13.3M	Buy	238,111 +3,187	+1%	+$176K	0.32%	88
2021 Q4	$13.1M	Sell	234,924 -46,799	-17%	-$2.59M	0.32%	91
2021 Q3	$14.5M	Sell	281,723 -22,572	-7%	-$1.16M	0.34%	93
2021 Q2	$15.7M	Sell	304,295 -31,754	-9%	-$1.68M	0.35%	97
2021 Q1	$17M	Sell	336,049 -18,169	-5%	-$890K	0.39%	95
2020 Q4	$15.7M	Sell	354,218 -20,137	-5%	-$872K	0.32%	93
2020 Q3	$15.2M	Buy	+374,355	New	+$15.1M	0.34%	94

Other funds holding SLF

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

Avalon Investment & Advisory's SLF Position: Q3 2022 in Review

Avalon Investment & Advisory sold out of Sun Life Financial (SLF) in Q3 2022, closing a stake of 237,757 shares — an estimated $10.9M sold.

Avalon Investment & Advisory first reported a position in SLF in Q3 2020 and held it in 8 quarters. The position peaked at $17M in Q1 2021. 353 funds tracked by Wall St. Rank hold SLF as of Q3 2022.

Avalon Investment & Advisory reported no remaining Sun Life Financial position as of Q3 2022 after selling out during the quarter.
Avalon Investment & Advisory sold 237,757 Sun Life Financial shares in Q3 2022, an estimated $10.9M.
Avalon Investment & Advisory first reported a position in Sun Life Financial in Q3 2020 and held it in 8 quarters.
Avalon Investment & Advisory's Sun Life Financial position peaked at $17M in Q1 2021.
353 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2022.

Based on Avalon Investment & Advisory's 13F filing for Q3 2022, filed 1 Nov 2022.