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Bellevue Asset Management’s Sun Life Financial SLF Stock Holding History

Bellevue Asset 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
2021
Q2 		– Sell
-90
Closed -$5K – 643
2021
Q1 		$5K Hold
90
– – ﹤0.01% 439
2020
Q4 		$4K Hold
90
– – ﹤0.01% 482
2020
Q3 		$4K Hold
90
– – ﹤0.01% 450
2020
Q2 		$3K Hold
90
– – ﹤0.01% 499
2020
Q1 		$3K Buy
+90
New +$3.86K ﹤0.01% 470

Other funds holding SLF

Royal Bank of Canada
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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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bellevue Asset Management's SLF Position: Q2 2021 in Review

Bellevue Asset Management sold out of Sun Life Financial (SLF) in Q2 2021, closing a stake of 90 shares — an estimated $5K sold.

Bellevue Asset Management first reported a position in SLF in Q1 2020 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 325 funds tracked by Wall St. Rank hold SLF as of Q2 2021.

  • Bellevue Asset Management reported no remaining Sun Life Financial position as of Q2 2021 after selling out during the quarter.
  • Bellevue Asset Management sold 90 Sun Life Financial shares in Q2 2021, an estimated $5K.
  • Bellevue Asset Management first reported a position in Sun Life Financial in Q1 2020 and held it in 5 quarters.
  • Bellevue Asset Management's Sun Life Financial position peaked at $5K in Q1 2021.
  • 325 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2021.

Based on Bellevue Asset Management's 13F filing for Q2 2021, filed 9 Aug 2021.