Baystate Wealth Management’s Sun Life Financial SLF Stock Holding History

Baystate Wealth Management’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	$8.81K	Hold	169	–	–	﹤0.01%	756
2023 Q3	$8.29K	Hold	169	–	–	﹤0.01%	615
2023 Q2	$8.85K	Hold	169	–	–	﹤0.01%	596
2023 Q1	$7.93K	Hold	169	–	–	﹤0.01%	602
2022 Q4	$8K	Hold	169	–	–	﹤0.01%	628
2022 Q3	$7K	Hold	169	–	–	﹤0.01%	612
2022 Q2	$8K	Hold	169	–	–	﹤0.01%	609
2022 Q1	$9K	Hold	169	–	–	﹤0.01%	597
2021 Q4	$9K	Hold	169	–	–	﹤0.01%	592
2021 Q3	$9K	Hold	169	–	–	﹤0.01%	536
2021 Q2	$9K	Hold	169	–	–	﹤0.01%	518
2021 Q1	$9K	Hold	169	–	–	﹤0.01%	471
2020 Q4	$8K	Buy	169 +1	+0.6%	+$43	﹤0.01%	453
2020 Q3	$7K	Buy	168 +2	+1%	+$81	﹤0.01%	435
2020 Q2	$6K	Buy	166 +1	+0.6%	+$34	﹤0.01%	445
2020 Q1	$5K	Buy	165 +1	+0.6%	+$43	﹤0.01%	438
2019 Q4	$7K	Buy	164 +1	+0.6%	+$45	﹤0.01%	427
2019 Q3	$7K	Buy	163 +2	+1%	+$84	﹤0.01%	394
2019 Q2	$7K	Hold	161	–	–	﹤0.01%	398
2019 Q1	$7K	Buy	161 +2	+1%	+$73	﹤0.01%	415
2018 Q4	$6K	Sell	159 -204	-56%	-$7.38K	﹤0.01%	428
2018 Q3	$14K	Buy	363 +206	+131%	+$8.24K	﹤0.01%	335
2018 Q2	$6K	Buy	157 +1	+0.6%	+$41	﹤0.01%	434
2018 Q1	$6K	Hold	156	–	–	﹤0.01%	410
2017 Q4	$7K	Hold	156	–	–	﹤0.01%	399
2017 Q3	$6K	Hold	156	–	–	﹤0.01%	397
2017 Q2	$6K	Buy	+156	New	+$5.38K	﹤0.01%	399

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Baystate Wealth Management's SLF Position: Q4 2023 in Review

Baystate Wealth Management held its Sun Life Financial (SLF) position steady in Q4 2023 at 169 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Baystate Wealth Management first reported a position in SLF in Q2 2017 and has held it in 27 quarters since. The position peaked at $14K in Q3 2018. 399 funds tracked by Wall St. Rank hold SLF as of Q4 2023.

Baystate Wealth Management held 169 shares of Sun Life Financial worth $8.81K as of Q4 2023.
Baystate Wealth Management left its Sun Life Financial share count unchanged in Q4 2023.
Sun Life Financial made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #756 holding.
Baystate Wealth Management first reported a position in Sun Life Financial in Q2 2017 and has held it in 27 quarters since.
Baystate Wealth Management's Sun Life Financial position peaked at $14K in Q3 2018.
399 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.