Clarius Group LLC’s Sun Life Financial SLF Stock Holding History

Clarius Group 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
2024 Q2	–	Sell	-4,062	Closed	-$222K	–	491
2024 Q1	$222K	Sell	4,062 -450	-10%	-$23.8K	0.02%	424
2023 Q4	$234K	Buy	4,512 +32	+0.7%	+$1.57K	0.02%	418
2023 Q3	$219K	Sell	4,480 -484	-10%	-$24.3K	0.02%	420
2023 Q2	$259K	Buy	4,964 +203	+4%	+$9.97K	0.02%	435
2023 Q1	$222K	Sell	4,761 -589	-11%	-$28.4K	0.02%	460
2022 Q4	$248K	Buy	+5,350	New	+$237K	0.02%	429
2022 Q3	–	Sell	-5,192	Closed	-$238K	–	513
2022 Q2	$238K	Buy	5,192 +618	+14%	+$30.8K	0.02%	396
2022 Q1	$255K	Hold	4,574	–	–	0.02%	411
2021 Q4	$255K	Buy	+4,574	New	+$253K	0.02%	411

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

BGC

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

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

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

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

Clarius Group LLC's SLF Position: Q2 2024 in Review

Clarius Group LLC sold out of Sun Life Financial (SLF) in Q2 2024, closing a stake of 4,062 shares — an estimated $222K sold.

Clarius Group LLC first reported a position in SLF in Q4 2021 and held it in 9 quarters. The position peaked at $259K in Q2 2023. 395 funds tracked by Wall St. Rank hold SLF as of Q2 2024.

Clarius Group LLC reported no remaining Sun Life Financial position as of Q2 2024 after selling out during the quarter.
Clarius Group LLC sold 4,062 Sun Life Financial shares in Q2 2024, an estimated $222K.
Clarius Group LLC first reported a position in Sun Life Financial in Q4 2021 and held it in 9 quarters.
Clarius Group LLC's Sun Life Financial position peaked at $259K in Q2 2023.
395 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2024.

Based on Clarius Group LLC's 13F filing for Q2 2024, filed 11 Jul 2024.