Brookfield Corp’s Sun Life Financial SLF Stock Holding History

Brookfield Corp’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 Q3	–	Sell	-249,201	Closed	-$13M	–	463
2023 Q2	$13M	Buy	249,201 +85,248	+52%	+$4.19M	0.05%	132
2023 Q1	$7.66M	Buy	163,953 +97,231	+146%	+$4.68M	0.03%	221
2022 Q4	$3.09M	Sell	66,722 -321,543	-83%	-$14.2M	0.01%	335
2022 Q3	$15.4M	Buy	+388,265	New	+$17.4M	0.06%	111
2014 Q3	–	Sell	-374,600	Closed	-$13.8M	–	156
2014 Q2	$13.8M	Buy	374,600 +183,500	+96%	+$6.32M	0.09%	72
2014 Q1	$6.62M	Hold	191,100	–	–	0.03%	88
2013 Q4	$7.17M	Hold	191,100	–	–	0.04%	79
2013 Q3	$6.1M	Hold	191,100	–	–	0.03%	93
2013 Q2	$5.95M	Buy	+191,100	New	+$5.44M	0.03%	101

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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 Toronto, Ontario, Canada $66.2B AUM 46.3% 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

Brookfield Corp's SLF Position: Q3 2023 in Review

Brookfield Corp sold out of Sun Life Financial (SLF) in Q3 2023, closing a stake of 249,201 shares — an estimated $13M sold.

Brookfield Corp first reported a position in SLF in Q2 2013 and held it in 9 quarters. The position peaked at $15.4M in Q3 2022. 379 funds tracked by Wall St. Rank hold SLF as of Q3 2023.

Brookfield Corp reported no remaining Sun Life Financial position as of Q3 2023 after selling out during the quarter.
Brookfield Corp sold 249,201 Sun Life Financial shares in Q3 2023, an estimated $13M.
Brookfield Corp first reported a position in Sun Life Financial in Q2 2013 and held it in 9 quarters.
Brookfield Corp's Sun Life Financial position peaked at $15.4M in Q3 2022.
379 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2023.

Based on Brookfield Corp's 13F filing for Q3 2023, filed 14 Nov 2023.