Clearstead Advisors’s Sun Life Financial SLF Stock Holding History

Clearstead Advisors’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	-2	Closed	-$102	–	2066
2024 Q1	$102	Hold	2	–	–	﹤0.01%	1505
2023 Q4	$104	Sell	2 -2	-50%	-$98	﹤0.01%	1496
2023 Q3	$196	Buy	4 +2	+100%	+$100	﹤0.01%	1499
2023 Q2	$105	Sell	2 -507	-100%	-$24.9K	﹤0.01%	1350
2023 Q1	$23.8K	Hold	509	–	–	﹤0.01%	815
2022 Q4	$23.6K	Hold	509	–	–	﹤0.01%	769
2022 Q3	$20K	Hold	509	–	–	﹤0.01%	773
2022 Q2	$23K	Hold	509	–	–	﹤0.01%	772
2022 Q1	$28K	Hold	509	–	–	﹤0.01%	790
2021 Q4	$28K	Hold	509	–	–	﹤0.01%	750
2021 Q3	$26K	Hold	509	–	–	﹤0.01%	735
2021 Q2	$26K	Buy	509 +2	+0.4%	+$106	﹤0.01%	665
2021 Q1	$26K	Hold	507	–	–	﹤0.01%	631
2020 Q4	$23K	Hold	507	–	–	﹤0.01%	610
2020 Q3	$21K	Hold	507	–	–	﹤0.01%	581
2020 Q2	$19K	Hold	507	–	–	﹤0.01%	532
2020 Q1	$16K	Buy	+507	New	+$21.7K	﹤0.01%	528

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 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

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