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Capital Analysts LLC’s Sun Life Financial SLF Stock Holding History

Capital Analysts LLC’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
-262
Closed -$14K – 1198
2023
Q2 		$14K Hold
262
– – ﹤0.01% 783
2023
Q1 		$12K Hold
262
– – ﹤0.01% 790
2022
Q4 		$12K Hold
262
– – ﹤0.01% 833
2022
Q3 		$10K Hold
262
– – ﹤0.01% 803
2022
Q2 		$12K Hold
262
– – ﹤0.01% 776
2022
Q1 		$15K Buy
+262
New +$14.4K ﹤0.01% 706

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Capital Analysts LLC's SLF Position: Q3 2023 in Review

Capital Analysts LLC sold out of Sun Life Financial (SLF) in Q3 2023, closing a stake of 262 shares — an estimated $14K sold.

Capital Analysts LLC first reported a position in SLF in Q1 2022 and held it in 6 quarters. The position peaked at $15K in Q1 2022. 379 funds tracked by Wall St. Rank hold SLF as of Q3 2023.

  • Capital Analysts LLC reported no remaining Sun Life Financial position as of Q3 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 262 Sun Life Financial shares in Q3 2023, an estimated $14K.
  • Capital Analysts LLC first reported a position in Sun Life Financial in Q1 2022 and held it in 6 quarters.
  • Capital Analysts LLC's Sun Life Financial position peaked at $15K in Q1 2022.
  • 379 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2023.

Based on Capital Analysts LLC's 13F filing for Q3 2023, filed 13 Nov 2023.