Corient Capital Partners’s Sun Life Financial SLF Stock Holding History

Corient Capital Partners’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
2022 Q2	–	Sell	-6,364	Closed	-$355K	–	753
2022 Q1	$355K	Sell	6,364 -166	-3%	-$9.14K	0.02%	479
2021 Q4	$364K	Sell	6,530 -75	-1%	-$4.15K	0.02%	456
2021 Q3	$340K	Buy	6,605 +288	+5%	+$14.8K	0.02%	459
2021 Q2	$326K	Buy	6,317 +2,043	+48%	+$108K	0.02%	469
2021 Q1	$216K	Buy	+4,274	New	+$209K	0.02%	543

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Corient Capital Partners's SLF Position: Q2 2022 in Review

Corient Capital Partners sold out of Sun Life Financial (SLF) in Q2 2022, closing a stake of 6,364 shares — an estimated $355K sold.

Corient Capital Partners first reported a position in SLF in Q1 2021 and held it in 5 quarters. The position peaked at $364K in Q4 2021. 353 funds tracked by Wall St. Rank hold SLF as of Q2 2022.

Corient Capital Partners reported no remaining Sun Life Financial position as of Q2 2022 after selling out during the quarter.
Corient Capital Partners sold 6,364 Sun Life Financial shares in Q2 2022, an estimated $355K.
Corient Capital Partners first reported a position in Sun Life Financial in Q1 2021 and held it in 5 quarters.
Corient Capital Partners's Sun Life Financial position peaked at $364K in Q4 2021.
353 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2022.

Based on Corient Capital Partners's 13F filing for Q2 2022, filed 12 Aug 2022.