Banque Cantonale Vaudoise’s Sun Life Financial SLF Stock Holding History

Banque Cantonale Vaudoise’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	-11,617	Closed	-$605K	–	1066
2023 Q4	$605K	Buy	11,617 +2,417	+26%	+$119K	0.03%	418
2023 Q3	$451K	Buy	9,200 +8,600	+1,433%	+$431K	0.02%	500
2023 Q2	$31K	Hold	600	–	–	﹤0.01%	1035
2023 Q1	$28K	Hold	600	–	–	﹤0.01%	1039
2022 Q4	$28K	Hold	600	–	–	﹤0.01%	1030
2022 Q3	$24K	Hold	600	–	–	﹤0.01%	1087
2022 Q2	$27K	Buy	+600	New	+$29.9K	﹤0.01%	1091
2021 Q4	–	Sell	-7,000	Closed	-$360K	–	1394
2021 Q3	$360K	Hold	7,000	–	–	0.02%	656
2021 Q2	$362K	Buy	7,000 +5,100	+268%	+$269K	0.02%	690
2021 Q1	$96K	Hold	1,900	–	–	﹤0.01%	913
2020 Q4	$85K	Buy	+1,900	New	+$82.3K	﹤0.01%	868

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

Banque Cantonale Vaudoise's SLF Position: Q1 2024 in Review

Banque Cantonale Vaudoise sold out of Sun Life Financial (SLF) in Q1 2024, closing a stake of 11,617 shares — an estimated $605K sold.

Banque Cantonale Vaudoise first reported a position in SLF in Q4 2020 and held it in 11 quarters. The position peaked at $605K in Q4 2023. 422 funds tracked by Wall St. Rank hold SLF as of Q1 2024.

Banque Cantonale Vaudoise reported no remaining Sun Life Financial position as of Q1 2024 after selling out during the quarter.
Banque Cantonale Vaudoise sold 11,617 Sun Life Financial shares in Q1 2024, an estimated $605K.
Banque Cantonale Vaudoise first reported a position in Sun Life Financial in Q4 2020 and held it in 11 quarters.
Banque Cantonale Vaudoise's Sun Life Financial position peaked at $605K in Q4 2023.
422 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2024.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2024, filed 10 Apr 2024.