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
2021 Q1	–	Sell	-65,000	Closed	-$2.89M	–	4529
2020 Q4	$2.89M	Hold	65,000	–	–	﹤0.01%	2555
2020 Q3	$2.65M	Hold	65,000	–	–	﹤0.01%	2212
2020 Q2	$2.39M	Hold	65,000	–	–	﹤0.01%	2240
2020 Q1	$2.09M	Hold	65,000	–	–	﹤0.01%	2112
2019 Q4	$2.96M	Hold	65,000	–	–	﹤0.01%	2286
2019 Q3	$2.91M	Buy	+65,000	New	+$2.72M	﹤0.01%	2184

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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 Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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.