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Credit Suisse’s Sun Life Financial SLF Stock Holding History

Credit Suisse’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 		$82.7M Sell
1,118,519
-6,966
-0.6% -$369K 0.08% 247
2023
Q4 		$77.3M Sell
1,125,485
-257,852
-19% -$12.7M 0.07% 263
2023
Q3 		$91.7M Buy
1,383,337
+28,025
+2% +$1.4M 0.09% 210
2023
Q2 		$70.6M Buy
1,355,312
+355,011
+35% +$17.4M 0.07% 289
2023
Q1 		$63.2M Buy
1,000,301
+113,662
+13% +$5.47M 0.06% 314
2022
Q4 		$41.2M Buy
886,639
+52,656
+6% +$2.33M 0.04% 454
2022
Q3 		$45.8M Sell
833,983
-16,138
-2% -$723K 0.05% 397
2022
Q2 		$50.1M Sell
850,121
-168,953
-17% -$8.42M 0.05% 382
2022
Q1 		$56.9M Buy
1,019,074
+110,131
+12% +$6.07M 0.05% 397
2021
Q4 		$50.6M Sell
908,943
-85,308
-9% -$4.72M 0.03% 639
2021
Q3 		$51.2M Buy
994,251
+151,972
+18% +$7.82M 0.03% 632
2021
Q2 		$43.5M Sell
842,279
-104,576
-11% -$5.52M 0.02% 764
2021
Q1 		$47.9M Sell
946,855
-52,022
-5% -$2.55M 0.02% 730
2020
Q4 		$44.4M Sell
998,877
-907,643
-48% -$39.3M 0.02% 768
2020
Q3 		$77.7M Buy
1,906,520
+896,248
+89% +$36.2M 0.05% 431
2020
Q2 		$37.1M Sell
1,010,272
-161,790
-14% -$5.56M 0.03% 664
2020
Q1 		$37.6M Buy
1,172,062
+85,130
+8% +$3.65M 0.03% 534
2019
Q4 		$49.5M Buy
1,086,932
+225,853
+26% +$10.2M 0.04% 564
2019
Q3 		$38.6M Buy
861,079
+25,722
+3% +$1.07M 0.03% 573
2019
Q2 		$34.6M Buy
835,357
+176,730
+27% +$7.1M 0.03% 623
2019
Q1 		$25.3M Sell
658,627
-108,290
-14% -$3.97M 0.02% 733
2018
Q4 		$25.5M Sell
766,917
-21,783
-3% -$788K 0.03% 664
2018
Q3 		$31.4M Sell
788,700
-82,106
-9% -$3.29M 0.03% 639
2018
Q2 		$35M Buy
870,806
+4,638
+0.5% +$192K 0.03% 541
2018
Q1 		$35.6M Sell
866,168
-24,898
-3% -$1.05M 0.03% 572
2017
Q4 		$36.8M Buy
891,066
+92,741
+12% +$3.7M 0.03% 554
2017
Q3 		$31.8M Sell
798,325
-149,211
-16% -$5.69M 0.03% 596
2017
Q2 		$33.9M Buy
947,536
+159,955
+20% +$5.52M 0.03% 548
2017
Q1 		$28.8M Sell
787,581
-56,352
-7% -$2.14M 0.03% 655
2016
Q4 		$32.4M Sell
843,933
-85,931
-9% -$3.11M 0.03% 590
2016
Q3 		$30.3M Sell
929,864
-344,428
-27% -$11.1M 0.03% 653
2016
Q2 		$41.8M Buy
1,274,292
+105,683
+9% +$3.54M 0.05% 447
2016
Q1 		$37.7M Sell
1,168,609
-6,305
-0.5% -$185K 0.05% 455
2015
Q4 		$36.7M Buy
1,174,914
+105,562
+10% +$3.48M 0.04% 492
2015
Q3 		$34.5M Sell
1,069,352
-64,994
-6% -$2.11M 0.04% 508
2015
Q2 		$37.9M Buy
1,134,346
+6,938
+0.6% +$229K 0.04% 539
2015
Q1 		$34.7M Buy
1,127,408
+25,006
+2% +$798K 0.04% 566
2014
Q4 		$39.8M Sell
1,102,402
-286,939
-21% -$10.3M 0.04% 563
2014
Q3 		$50.4M Sell
1,389,341
-281,082
-17% -$10.6M 0.04% 501
2014
Q2 		$61.3M Buy
1,670,423
+599,378
+56% +$20.6M 0.05% 400
2014
Q1 		$37.1M Sell
1,071,045
-240,855
-18% -$8.29M 0.04% 549
2013
Q4 		$46.3M Buy
+1,311,900
New +$44.7M 0.04% 439

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Credit Suisse's SLF Position: Q1 2024 in Review

Credit Suisse reduced its Sun Life Financial (SLF) stake by 0.62% in Q1 2024, selling an estimated $369K and leaving 1,118,519 shares worth $82.7M. The position accounts for 0.08% of the portfolio, ranked #247.

Credit Suisse first reported a position in SLF in Q4 2013 and has held it in 42 quarters since. The position peaked at $91.7M in Q3 2023. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2024.

  • Credit Suisse held 1,118,519 shares of Sun Life Financial worth $82.7M as of Q1 2024.
  • Credit Suisse sold 6,966 Sun Life Financial shares in Q1 2024, an estimated $369K.
  • Sun Life Financial made up 0.08% of Credit Suisse's portfolio in Q1 2024, its #247 holding.
  • Credit Suisse first reported a position in Sun Life Financial in Q4 2013 and has held it in 42 quarters since.
  • Credit Suisse's Sun Life Financial position peaked at $91.7M in Q3 2023.
  • 421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.