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Bartlett & Co’s Sun Life Financial SLF Stock Holding History

Bartlett & Co’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
2021
Q3 		– Sell
-29
Closed -$1K – 1054
2021
Q2 		$1K Hold
29
– – ﹤0.01% 954
2021
Q1 		$1K Hold
29
– – ﹤0.01% 978
2020
Q4 		$1K Buy
+29
New +$1.26K ﹤0.01% 1059

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bartlett & Co's SLF Position: Q3 2021 in Review

Bartlett & Co sold out of Sun Life Financial (SLF) in Q3 2021, closing a stake of 29 shares — an estimated $1K sold.

Bartlett & Co first reported a position in SLF in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 326 funds tracked by Wall St. Rank hold SLF as of Q3 2021.

  • Bartlett & Co reported no remaining Sun Life Financial position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co sold 29 Sun Life Financial shares in Q3 2021, an estimated $1K.
  • Bartlett & Co first reported a position in Sun Life Financial in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co's Sun Life Financial position peaked at $1K in Q2 2021.
  • 326 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2021.

Based on Bartlett & Co's 13F filing for Q3 2021, filed 15 Oct 2021.