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Credential Qtrade Securities’s Sun Life Financial SLF Stock Holding History

Credential Qtrade Securities’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
Q1 		$5.11M Sell
93,683
-48
-0.1% -$2.54K 0.27% 53
2023
Q4 		$4.86M Sell
93,731
-5,904
-6% -$291K 0.29% 51
2023
Q3 		$4.86M Buy
99,635
+1,491
+2% +$74.7K 0.32% 52
2023
Q2 		$5.12M Buy
98,144
+4,721
+5% +$232K 0.32% 50
2023
Q1 		$4.36M Sell
93,423
-38,881
-29% -$1.87M 0.29% 56
2022
Q4 		$6.14M Buy
132,304
+54
+0% +$2.39K 0.44% 45
2022
Q3 		$5.26M Buy
132,250
+7,869
+6% +$353K 0.41% 46
2022
Q2 		$5.7M Buy
124,381
+12,782
+11% +$637K 0.41% 48
2022
Q1 		$6.23M Buy
111,599
+15,652
+16% +$862K 0.39% 48
2021
Q4 		$5.34M Buy
95,947
+5,143
+6% +$284K 0.36% 50
2021
Q3 		$4.67M Buy
90,804
+5,260
+6% +$271K 0.36% 49
2021
Q2 		$4.41M Buy
85,544
+9,951
+13% +$526K 0.35% 53
2021
Q1 		$3.82M Buy
75,593
+13,229
+21% +$648K 0.34% 54
2020
Q4 		$2.77M Buy
62,364
+3,186
+5% +$138K 0.29% 59
2020
Q3 		$2.41M Buy
59,178
+2,365
+4% +$95.6K 0.28% 60
2020
Q2 		$2.09M Buy
56,813
+23,521
+71% +$808K 0.27% 56
2020
Q1 		$1.07M Buy
33,292
+4,253
+15% +$182K 0.17% 78
2019
Q4 		$1.32M Buy
29,039
+4,821
+20% +$217K 0.18% 76
2019
Q3 		$1.08M Sell
24,218
-114
-0.5% -$4.76K 0.17% 89
2019
Q2 		$1.01M Sell
24,332
-3,733
-13% -$150K 0.17% 86
2019
Q1 		$1.08M Sell
28,065
-1,354
-5% -$49.7K 0.2% 72
2018
Q4 		$973K Sell
29,419
-167
-0.6% -$6.04K 0.21% 69
2018
Q3 		$1.18M Buy
+29,586
New +$1.18M 0.24% 65

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Credential Qtrade Securities's SLF Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Sun Life Financial (SLF) stake by 0.05% in Q1 2024, selling an estimated $2.54K and leaving 93,683 shares worth $5.11M. The position accounts for 0.27% of the portfolio, ranked #53.

Credential Qtrade Securities first reported a position in SLF in Q3 2018 and has held it in 23 quarters since. The position peaked at $6.23M in Q1 2022. 422 funds tracked by Wall St. Rank hold SLF as of Q1 2024.

  • Credential Qtrade Securities held 93,683 shares of Sun Life Financial worth $5.11M as of Q1 2024.
  • Credential Qtrade Securities sold 48 Sun Life Financial shares in Q1 2024, an estimated $2.54K.
  • Sun Life Financial made up 0.27% of Credential Qtrade Securities's portfolio in Q1 2024, its #53 holding.
  • Credential Qtrade Securities first reported a position in Sun Life Financial in Q3 2018 and has held it in 23 quarters since.
  • Credential Qtrade Securities's Sun Life Financial position peaked at $6.23M in Q1 2022.
  • 422 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.