Contravisory Investment Management’s Sun Life Financial SLF Stock Holding History

Contravisory Investment 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	-1,861	Closed	-$86.9K	–	369
2023 Q1	$86.9K	Buy	1,861 +191	+11%	+$9.2K	0.02%	224
2022 Q4	$77.5K	Sell	1,670 -20	-1%	-$885	0.02%	230
2022 Q3	$67K	Buy	1,690 +23	+1%	+$1.03K	0.02%	231
2022 Q2	$76K	Buy	+1,667	New	+$83.1K	0.02%	227
2020 Q2	–	Sell	-1,095	Closed	-$35K	–	323
2020 Q1	$35K	Buy	+1,095	New	+$46.9K	0.02%	222

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

Contravisory Investment Management's SLF Position: Q2 2023 in Review

Contravisory Investment Management sold out of Sun Life Financial (SLF) in Q2 2023, closing a stake of 1,861 shares — an estimated $86.9K sold.

Contravisory Investment Management first reported a position in SLF in Q1 2020 and held it in 5 quarters. The position peaked at $86.9K in Q1 2023. 382 funds tracked by Wall St. Rank hold SLF as of Q2 2023.

Contravisory Investment Management reported no remaining Sun Life Financial position as of Q2 2023 after selling out during the quarter.
Contravisory Investment Management sold 1,861 Sun Life Financial shares in Q2 2023, an estimated $86.9K.
Contravisory Investment Management first reported a position in Sun Life Financial in Q1 2020 and held it in 5 quarters.
Contravisory Investment Management's Sun Life Financial position peaked at $86.9K in Q1 2023.
382 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2023.

Based on Contravisory Investment Management's 13F filing for Q2 2023, filed 12 Jul 2023.