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COWA LLC’s Sun Life Financial SLF Stock Holding History

COWA LLC’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
Q4 		– Sell
-1,000
Closed -$40K – 289
2022
Q3 		$40K Buy
+1,000
New +$44.8K 0.03% 199
2021
Q2 		– Sell
-1,058
Closed -$54K – 290
2021
Q1 		$54K Hold
1,058
– – 0.03% 194
2020
Q4 		$50K Buy
+1,058
New +$45.8K 0.04% 195

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

COWA LLC's SLF Position: Q4 2022 in Review

COWA LLC sold out of Sun Life Financial (SLF) in Q4 2022, closing a stake of 1,000 shares — an estimated $40K sold.

COWA LLC first reported a position in SLF in Q4 2020 and held it in 3 quarters. The position peaked at $54K in Q1 2021. 363 funds tracked by Wall St. Rank hold SLF as of Q4 2022.

  • COWA LLC reported no remaining Sun Life Financial position as of Q4 2022 after selling out during the quarter.
  • COWA LLC sold 1,000 Sun Life Financial shares in Q4 2022, an estimated $40K.
  • COWA LLC first reported a position in Sun Life Financial in Q4 2020 and held it in 3 quarters.
  • COWA LLC's Sun Life Financial position peaked at $54K in Q1 2021.
  • 363 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.