Clark Capital Management Group’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-673,490
| Closed | -$36.8M | – | 422 |
|
|
2024
Q1 | $36.8M | Buy |
+673,490
| New | +$36.8M | 0.27% | 114 |
|
|
2021
Q2 | – | Sell |
-820,359
| Closed | -$41.5M | – | 361 |
|
|
2021
Q1 | $41.5M | Sell |
820,359
-31,975
| -4% | -$1.62M | 0.63% | 40 |
|
|
2020
Q4 | $37.9M | Buy |
852,334
+262,317
| +44% | +$11.7M | 0.63% | 39 |
|
|
2020
Q3 | $24M | Sell |
590,017
-50,748
| -8% | -$2.07M | 0.45% | 76 |
|
|
2020
Q2 | $23.5M | Buy |
640,765
+92,458
| +17% | +$3.4M | 0.44% | 79 |
|
|
2020
Q1 | $17.6M | Buy |
548,307
+114,171
| +26% | +$3.66M | 0.45% | 86 |
|
|
2019
Q4 | $19.8M | Buy |
434,136
+214
| +0% | +$9.75K | 0.41% | 100 |
|
|
2019
Q3 | $19.4M | Sell |
433,922
-8,517
| -2% | -$382K | 0.44% | 94 |
|
|
2019
Q2 | $18.3M | Buy |
442,439
+10,291
| +2% | +$426K | 0.39% | 101 |
|
|
2019
Q1 | $16.6M | Sell |
432,148
-206,555
| -32% | -$7.93M | 0.4% | 106 |
|
|
2018
Q4 | $21.2M | Buy |
638,703
+279,927
| +78% | +$9.29M | 0.57% | 72 |
|
|
2018
Q3 | $14.3M | Buy |
+358,776
| New | +$14.3M | 0.36% | 104 |
|
|
2015
Q4 | – | Sell |
-52,720
| Closed | -$1.7M | – | 334 |
|
|
2015
Q3 | $1.7M | Buy |
+52,720
| New | +$1.7M | 0.15% | 138 |
|
|
2015
Q1 | – | Sell |
-14,517
| Closed | -$523K | – | 355 |
|
|
2014
Q4 | $523K | Sell |
14,517
-3,750
| -21% | -$135K | 0.05% | 194 |
|
|
2014
Q3 | $663K | Buy |
+18,267
| New | +$663K | 0.06% | 163 |
|