Capital Fund Management (CFM)’s Sun Life Financial SLF Stock Holding History

Capital Fund Management (CFM)’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
2020 Q4	–	Sell	-25,793	Closed	-$1.05M	–	1538
2020 Q3	$1.05M	Buy	+25,793	New	+$1.04M	0.01%	858
2020 Q2	–	Sell	-19,200	Closed	-$616K	–	1513
2020 Q1	$616K	Buy	+19,200	New	+$823K	0.01%	962
2018 Q4	–	Sell	-7,600	Closed	-$302K	–	2184
2018 Q3	$302K	Sell	7,600 -12,400	-62%	-$496K	﹤0.01%	1762
2018 Q2	$803K	Buy	+20,000	New	+$828K	﹤0.01%	1416
2015 Q2	–	Sell	-15,310	Closed	-$472K	–	1686
2015 Q1	$472K	Buy	+15,310	New	+$489K	0.01%	1067
2013 Q3	–	Sell	-51,939	Closed	-$1.54M	–	1870
2013 Q2	$1.54M	Buy	+51,939	New	+$1.48M	0.02%	689

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Capital Fund Management (CFM)'s SLF Position: Q4 2020 in Review

Capital Fund Management (CFM) sold out of Sun Life Financial (SLF) in Q4 2020, closing a stake of 25,793 shares — an estimated $1.05M sold.

Capital Fund Management (CFM) first reported a position in SLF in Q2 2013 and held it in 6 quarters. The position peaked at $1.54M in Q2 2013. 347 funds tracked by Wall St. Rank hold SLF as of Q4 2020.

Capital Fund Management (CFM) reported no remaining Sun Life Financial position as of Q4 2020 after selling out during the quarter.
Capital Fund Management (CFM) sold 25,793 Sun Life Financial shares in Q4 2020, an estimated $1.05M.
Capital Fund Management (CFM) first reported a position in Sun Life Financial in Q2 2013 and held it in 6 quarters.
Capital Fund Management (CFM)'s Sun Life Financial position peaked at $1.54M in Q2 2013.
347 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2020.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2020, filed 12 Feb 2021.