Chevy Chase Trust
SLF icon

Chevy Chase Trust’s Sun Life Financial SLF Stock Holding History

Chevy Chase Trust’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
Q1 		– Sell
-1,507
Closed -$69K – 960
2019
Q4 		$69K Buy
+1,507
New +$67.8K ﹤0.01% 770
2018
Q4 		– Sell
-1,640
Closed -$65K – 745
2018
Q3 		$65K Hold
1,640
– – ﹤0.01% 655
2018
Q2 		$66K Hold
1,640
– – ﹤0.01% 665
2018
Q1 		$67K Hold
1,640
– – ﹤0.01% 653
2017
Q4 		$63K Hold
1,640
– – ﹤0.01% 666
2017
Q3 		$65K Buy
+1,640
New +$62.6K ﹤0.01% 661

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Chevy Chase Trust's SLF Position: Q1 2020 in Review

Chevy Chase Trust sold out of Sun Life Financial (SLF) in Q1 2020, closing a stake of 1,507 shares — an estimated $69K sold.

Chevy Chase Trust first reported a position in SLF in Q3 2017 and held it in 6 quarters. The position peaked at $69K in Q4 2019. 305 funds tracked by Wall St. Rank hold SLF as of Q1 2020.

  • Chevy Chase Trust reported no remaining Sun Life Financial position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 1,507 Sun Life Financial shares in Q1 2020, an estimated $69K.
  • Chevy Chase Trust first reported a position in Sun Life Financial in Q3 2017 and held it in 6 quarters.
  • Chevy Chase Trust's Sun Life Financial position peaked at $69K in Q4 2019.
  • 305 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.