ClariVest Asset Management’s Sun Life Financial SLF Stock Holding History

ClariVest Asset Management’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 Q2	–	Sell	-54,320	Closed	-$2.53M	–	753
2023 Q1	$2.53M	Buy	54,320 +200	+0.4%	+$9.63K	0.11%	147
2022 Q4	$2.51M	Sell	54,120 -960	-2%	-$42.5K	0.12%	135
2022 Q3	$2.2M	Sell	55,080 -1,110	-2%	-$49.8K	0.11%	149
2022 Q2	$2.57M	Sell	56,190 -6,150	-10%	-$306K	0.11%	153
2022 Q1	$3.48M	Sell	62,340 -6,590	-10%	-$363K	0.14%	156
2021 Q4	$3.84M	Sell	68,930 -15,580	-18%	-$861K	0.12%	168
2021 Q3	$4.35M	Buy	+84,510	New	+$4.35M	0.14%	155

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

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 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

ClariVest Asset Management's SLF Position: Q2 2023 in Review

ClariVest Asset Management sold out of Sun Life Financial (SLF) in Q2 2023, closing a stake of 54,320 shares — an estimated $2.53M sold.

ClariVest Asset Management first reported a position in SLF in Q3 2021 and held it in 7 quarters. The position peaked at $4.35M in Q3 2021. 382 funds tracked by Wall St. Rank hold SLF as of Q2 2023.

ClariVest Asset Management reported no remaining Sun Life Financial position as of Q2 2023 after selling out during the quarter.
ClariVest Asset Management sold 54,320 Sun Life Financial shares in Q2 2023, an estimated $2.53M.
ClariVest Asset Management first reported a position in Sun Life Financial in Q3 2021 and held it in 7 quarters.
ClariVest Asset Management's Sun Life Financial position peaked at $4.35M in Q3 2021.
382 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2023.

Based on ClariVest Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.