Creekmur Asset Management’s Sun Life Financial SLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-102
Closed -$6.05K 957
2024
Q4
$6.05K Hold
102
﹤0.01% 475
2024
Q3
$5.92K Hold
102
﹤0.01% 514
2024
Q2
$5K Buy
+102
New +$5.18K ﹤0.01% 583

Other funds holding SLF

Creekmur Asset Management's SLF Position: Q1 2025 in Review

Creekmur Asset Management sold out of Sun Life Financial (SLF) in Q1 2025, closing a stake of 102 shares — an estimated $6.05K sold.

Creekmur Asset Management first reported a position in SLF in Q2 2024 and held it in 3 quarters. The position peaked at $6.05K in Q4 2024. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

  • Creekmur Asset Management reported no remaining Sun Life Financial position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 102 Sun Life Financial shares in Q1 2025, an estimated $6.05K.
  • Creekmur Asset Management first reported a position in Sun Life Financial in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's Sun Life Financial position peaked at $6.05K in Q4 2024.
  • 421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.