Banque Pictet & Cie’s Sun Life Financial SLF Stock Holding History

Banque Pictet & Cie’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
2023 Q4	–	Sell	-15,584	Closed	-$764K	–	458
2023 Q3	$764K	Sell	15,584 -1,526	-9%	-$76.5K	0.01%	301
2023 Q2	$893K	Sell	17,110 -779	-4%	-$38.3K	0.01%	342
2023 Q1	$835K	Buy	17,889 +2,800	+19%	+$135K	0.01%	404
2022 Q4	$700K	Buy	15,089 +6,588	+77%	+$292K	0.01%	452
2022 Q3	$340K	Buy	8,501 +604	+8%	+$27.1K	﹤0.01%	552
2022 Q2	$361	Sell	7,897 -1,356	-15%	-$67.6K	﹤0.01%	564
2022 Q1	$517K	Sell	9,253 -1,866	-17%	-$103K	﹤0.01%	525
2021 Q4	$620K	Buy	+11,119	New	+$615K	﹤0.01%	507

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

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

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

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

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

BGC

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

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

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

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

Banque Pictet & Cie's SLF Position: Q4 2023 in Review

Banque Pictet & Cie sold out of Sun Life Financial (SLF) in Q4 2023, closing a stake of 15,584 shares — an estimated $764K sold.

Banque Pictet & Cie first reported a position in SLF in Q4 2021 and held it in 8 quarters. The position peaked at $893K in Q2 2023. 398 funds tracked by Wall St. Rank hold SLF as of Q4 2023.

Banque Pictet & Cie reported no remaining Sun Life Financial position as of Q4 2023 after selling out during the quarter.
Banque Pictet & Cie sold 15,584 Sun Life Financial shares in Q4 2023, an estimated $764K.
Banque Pictet & Cie first reported a position in Sun Life Financial in Q4 2021 and held it in 8 quarters.
Banque Pictet & Cie's Sun Life Financial position peaked at $893K in Q2 2023.
398 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2023.

Based on Banque Pictet & Cie's 13F filing for Q4 2023, filed 9 Feb 2024.