Boston Financial Management’s Sun Life Financial SLF Stock Holding History

Boston Financial 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
2024 Q4	$445K	Hold	7,491	–	–	0.01%	254
2024 Q3	$435K	Hold	7,491	–	–	0.01%	254
2024 Q2	$367K	Hold	7,491	–	–	0.01%	266
2024 Q1	$409K	Hold	7,491	–	–	0.01%	268
2023 Q4	$388K	Hold	7,491	–	–	0.01%	262
2023 Q3	$366K	Hold	7,491	–	–	0.01%	253
2023 Q2	$390K	Hold	7,491	–	–	0.01%	251
2023 Q1	$350K	Buy	+7,491	New	+$361K	0.01%	254
2018 Q2	–	Sell	-110,480	Closed	-$4.54M	–	272
2018 Q1	$4.54M	Sell	110,480 -4,505	-4%	-$190K	0.31%	95
2017 Q4	$4.75M	Sell	114,985 -318	-0.3%	-$12.7K	0.32%	97
2017 Q3	$4.59M	Buy	115,303 +330	+0.3%	+$12.6K	0.33%	101
2017 Q2	$4.11M	Buy	114,973 +6,490	+6%	+$224K	0.3%	110
2017 Q1	$3.96M	Buy	108,483 +3,315	+3%	+$126K	0.3%	111
2016 Q4	$4.04M	Buy	105,168 +18,720	+22%	+$678K	0.32%	103
2016 Q3	$2.81M	Sell	86,448 -1,050	-1%	-$33.8K	0.23%	135
2016 Q2	$2.87M	Buy	+87,498	New	+$2.93M	0.23%	135

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Financial Management's SLF Position: Q4 2024 in Review

Boston Financial Management held its Sun Life Financial (SLF) position steady in Q4 2024 at 7,491 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #254.

Boston Financial Management first reported a position in SLF in Q2 2016 and has held it in 16 quarters since. The position peaked at $4.75M in Q4 2017. 442 funds tracked by Wall St. Rank hold SLF as of Q4 2024.

Boston Financial Management held 7,491 shares of Sun Life Financial worth $445K as of Q4 2024.
Boston Financial Management left its Sun Life Financial share count unchanged in Q4 2024.
Sun Life Financial made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #254 holding.
Boston Financial Management first reported a position in Sun Life Financial in Q2 2016 and has held it in 16 quarters since.
Boston Financial Management's Sun Life Financial position peaked at $4.75M in Q4 2017.
442 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.