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Benjamin F. Edwards & Company’s Sun Life Financial SLF Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$153K Buy
3,131
+512
+20% +$26K ﹤0.01% 984
2024
Q1 		$143K Buy
2,619
+709
+37% +$37.5K ﹤0.01% 1003
2023
Q4 		$99K Buy
1,910
+100
+6% +$4.92K ﹤0.01% 1068
2023
Q3 		$88K Buy
1,810
+160
+10% +$8.02K ﹤0.01% 922
2023
Q2 		$86K Sell
1,650
-326
-16% -$16K ﹤0.01% 943
2023
Q1 		$92K Buy
+1,976
New +$95.1K ﹤0.01% 941
2020
Q2 		– Sell
-186
Closed -$6K – 1781
2020
Q1 		$6K Hold
186
– – ﹤0.01% 1401
2019
Q4 		$8K Hold
186
– – ﹤0.01% 1491
2019
Q3 		$8K Hold
186
– – ﹤0.01% 1476
2019
Q2 		$8K Hold
186
– – ﹤0.01% 1498
2019
Q1 		$7K Hold
186
– – ﹤0.01% 1416
2018
Q4 		$6K Hold
186
– – ﹤0.01% 1416
2018
Q3 		$7K Hold
186
– – ﹤0.01% 1358
2018
Q2 		$7K Hold
186
– – ﹤0.01% 1357
2018
Q1 		$8K Hold
186
– – ﹤0.01% 1325
2017
Q4 		$8K Hold
186
– – ﹤0.01% 1271
2017
Q3 		$7K Hold
186
– – ﹤0.01% 1260
2017
Q2 		$7K Hold
186
– – ﹤0.01% 1190
2017
Q1 		$7K Sell
186
-100
-35% -$3.8K ﹤0.01% 1107
2016
Q4 		$11K Hold
286
– – ﹤0.01% 919
2016
Q3 		$9K Hold
286
– – ﹤0.01% 872
2016
Q2 		$9K Hold
286
– – ﹤0.01% 826
2016
Q1 		$9K Buy
286
+100
+54% +$2.94K ﹤0.01% 830
2015
Q4 		$6K Sell
186
-265
-59% -$8.74K ﹤0.01% 949
2015
Q3 		$15K Buy
451
+3
+0.7% +$97 ﹤0.01% 788
2015
Q2 		$15K Buy
448
+4
+0.9% +$132 ﹤0.01% 841
2015
Q1 		$14K Buy
+444
New +$14.2K ﹤0.01% 840

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Benjamin F. Edwards & Company's SLF Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Sun Life Financial (SLF) stake by 20% in Q2 2024, buying an estimated $26K and bringing the position to 3,131 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Benjamin F. Edwards & Company first reported a position in SLF in Q1 2015 and has held it in 27 quarters since. 396 funds tracked by Wall St. Rank hold SLF as of Q2 2024.

  • Benjamin F. Edwards & Company held 3,131 shares of Sun Life Financial worth $153K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 512 Sun Life Financial shares in Q2 2024, an estimated $26K.
  • Sun Life Financial made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #984 holding.
  • Benjamin F. Edwards & Company first reported a position in Sun Life Financial in Q1 2015 and has held it in 27 quarters since.
  • 396 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.