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Clark Capital Management Group’s Sun Life Financial SLF Stock Holding History

Clark Capital Management Group’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
-673,490
Closed -$36.8M – 423
2024
Q1 		$36.8M Buy
+673,490
New +$35.6M 0.27% 114
2021
Q2 		– Sell
-820,359
Closed -$41.5M – 361
2021
Q1 		$41.5M Sell
820,359
-31,975
-4% -$1.57M 0.63% 40
2020
Q4 		$37.9M Buy
852,334
+262,317
+44% +$11.4M 0.63% 39
2020
Q3 		$24M Sell
590,017
-50,748
-8% -$2.05M 0.45% 76
2020
Q2 		$23.5M Buy
640,765
+92,458
+17% +$3.18M 0.44% 79
2020
Q1 		$17.6M Buy
548,307
+114,171
+26% +$4.89M 0.45% 86
2019
Q4 		$19.8M Buy
434,136
+214
+0% +$9.63K 0.41% 100
2019
Q3 		$19.4M Sell
433,922
-8,517
-2% -$356K 0.44% 94
2019
Q2 		$18.3M Buy
442,439
+10,291
+2% +$414K 0.39% 101
2019
Q1 		$16.6M Sell
432,148
-206,555
-32% -$7.58M 0.4% 106
2018
Q4 		$21.2M Buy
638,703
+279,927
+78% +$10.1M 0.57% 72
2018
Q3 		$14.3M Buy
+358,776
New +$14.4M 0.36% 104
2015
Q4 		– Sell
-52,720
Closed -$1.7M – 334
2015
Q3 		$1.7M Buy
+52,720
New +$1.71M 0.15% 138
2015
Q1 		– Sell
-14,517
Closed -$523K – 355
2014
Q4 		$523K Sell
14,517
-3,750
-21% -$134K 0.05% 194
2014
Q3 		$663K Buy
+18,267
New +$686K 0.06% 163

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Clark Capital Management Group's SLF Position: Q2 2024 in Review

Clark Capital Management Group sold out of Sun Life Financial (SLF) in Q2 2024, closing a stake of 673,490 shares — an estimated $36.8M sold.

Clark Capital Management Group first reported a position in SLF in Q3 2014 and held it in 15 quarters. The position peaked at $41.5M in Q1 2021. 395 funds tracked by Wall St. Rank hold SLF as of Q2 2024.

  • Clark Capital Management Group reported no remaining Sun Life Financial position as of Q2 2024 after selling out during the quarter.
  • Clark Capital Management Group sold 673,490 Sun Life Financial shares in Q2 2024, an estimated $36.8M.
  • Clark Capital Management Group first reported a position in Sun Life Financial in Q3 2014 and held it in 15 quarters.
  • Clark Capital Management Group's Sun Life Financial position peaked at $41.5M in Q1 2021.
  • 395 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2024.

Based on Clark Capital Management Group's 13F filing for Q2 2024, filed 14 Aug 2024.