Bank of Montreal’s Sun Life Financial SLF Stock Holding History

Bank of Montreal’s Portfolio SLF Stock Details SLF Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$719M	Sell	10,797,819 -492,078	-4%	-$32.8M	0.34%	57
2025 Q1	$646M	Buy	11,289,897 +411,474	+4%	+$23.6M	0.31%	61
2024 Q4	$645M	Sell	10,878,423 -3,034,143	-22%	-$180M	0.3%	62
2024 Q3	$804M	Buy	13,912,566 +1,580,175	+13%	+$91.3M	0.35%	55
2024 Q2	$604M	Buy	12,332,391 +326,024	+3%	+$16M	0.18%	69
2024 Q1	$656M	Buy	12,006,367 +346,897	+3%	+$19M	0.2%	57
2023 Q4	$605M	Sell	11,659,470 -2,065,392	-15%	-$107M	0.18%	67
2023 Q3	$693M	Buy	13,724,862 +537,232	+4%	+$27.1M	0.24%	51
2023 Q2	$688M	Sell	13,187,630 -1,469,812	-10%	-$76.7M	0.24%	51
2023 Q1	$685M	Buy	14,657,442 +2,579,691	+21%	+$121M	0.27%	46
2022 Q4	$766M	Sell	12,077,751 -96,293	-0.8%	-$6.11M	0.33%	37
2022 Q3	$526K	Sell	12,174,044 -1,387,175	-10%	-$59.9K	0.23%	52
2022 Q2	$659K	Buy	13,561,219 +789,146	+6%	+$38.3K	0.31%	46
2022 Q1	$719M	Sell	12,772,073 -1,197,329	-9%	-$67.4M	0.35%	48
2021 Q4	$787M	Sell	13,969,402 -5,096,460	-27%	-$287M	0.42%	46
2021 Q3	$992M	Sell	19,065,862 -279,542	-1%	-$14.5M	0.45%	36
2021 Q2	$999M	Buy	19,345,404 +4,957,167	+34%	+$256M	0.5%	33
2021 Q1	$736M	Buy	14,388,237 +522,465	+4%	+$26.7M	0.48%	37
2020 Q4	$654M	Sell	13,865,772 -934,282	-6%	-$44.1M	0.43%	45
2020 Q3	$618M	Buy	14,800,054 +854,497	+6%	+$35.7M	0.52%	33
2020 Q2	$502M	Sell	13,945,557 -739,570	-5%	-$26.6M	0.46%	40
2020 Q1	$453M	Sell	14,685,127 -459,942	-3%	-$14.2M	0.52%	37
2019 Q4	$690M	Buy	15,145,069 +99,352	+0.7%	+$4.53M	0.52%	34
2019 Q3	$674M	Buy	15,045,717 +4,533,199	+43%	+$203M	0.58%	31
2019 Q2	$435M	Buy	10,512,518 +304,651	+3%	+$12.6M	0.37%	52
2019 Q1	$392M	Sell	10,207,867 -244,429	-2%	-$9.39M	0.34%	58
2018 Q4	$347M	Sell	10,452,296 -2,319,160	-18%	-$77M	0.33%	61
2018 Q3	$508M	Buy	12,771,456 +2,129,994	+20%	+$84.7M	0.4%	48
2018 Q2	$427M	Sell	10,641,462 -2,885,258	-21%	-$116M	0.35%	49
2018 Q1	$556M	Buy	13,526,720 +875,346	+7%	+$36M	0.5%	39
2017 Q4	$522M	Sell	12,651,374 -723,166	-5%	-$29.8M	0.45%	42
2017 Q3	$533M	Buy	13,374,540 +603,976	+5%	+$24.1M	0.49%	37
2017 Q2	$457M	Sell	12,770,564 -3,398,943	-21%	-$122M	0.44%	42
2017 Q1	$591M	Sell	16,169,507 -1,800,500	-10%	-$65.8M	0.56%	30
2016 Q4	$690M	Buy	17,970,007 +587,598	+3%	+$22.6M	0.73%	22
2016 Q3	$566M	Sell	17,382,409 -334,322	-2%	-$10.9M	0.62%	27
2016 Q2	$582M	Sell	17,716,731 -337,777	-2%	-$11.1M	0.67%	27
2016 Q1	$583M	Buy	18,054,508 +1,619,183	+10%	+$52.3M	0.62%	25
2015 Q4	$513M	Sell	16,435,325 -301,995	-2%	-$9.42M	0.61%	25
2015 Q3	$540M	Sell	16,737,320 -21,980	-0.1%	-$709K	0.75%	21
2015 Q2	$560M	Sell	16,759,300 -1,180,839	-7%	-$39.4M	0.66%	27
2015 Q1	$553M	Sell	17,940,139 -3,639,068	-17%	-$112M	0.64%	24
2014 Q4	$778M	Buy	21,579,207 +306,303	+1%	+$11M	0.88%	20
2014 Q3	$772M	Sell	21,272,904 -1,574,399	-7%	-$57.1M	0.87%	20
2014 Q2	$839M	Buy	22,847,303 +406,818	+2%	+$14.9M	0.94%	18
2014 Q1	$777M	Buy	22,440,485 +6,395,992	+40%	+$221M	1%	17
2013 Q4	$567M	Buy	16,044,493 +810,116	+5%	+$28.6M	0.78%	26
2013 Q3	$487M	Buy	15,234,377 +2,594,475	+21%	+$82.9M	0.76%	25
2013 Q2	$374M	Buy	+12,639,902	New	+$374M	0.66%	30