Cresset Asset Management’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,941
| Closed | -$461K | – | 2030 |
|
|
2024
Q3 | $461K | Sell |
7,941
-283
| -3% | -$16.4K | ﹤0.01% | 1535 |
|
|
2024
Q2 | $403K | Sell |
8,224
-4,576
| -36% | -$224K | ﹤0.01% | 1517 |
|
|
2024
Q1 | $699K | Buy |
12,800
+2,709
| +27% | +$148K | ﹤0.01% | 1152 |
|
|
2023
Q4 | $523K | Buy |
10,091
+278
| +3% | +$14.4K | ﹤0.01% | 1187 |
|
|
2023
Q3 | $479K | Sell |
9,813
-300
| -3% | -$14.6K | ﹤0.01% | 1169 |
|
|
2023
Q2 | $527K | Buy |
+10,113
| New | +$527K | ﹤0.01% | 1119 |
|
|
2022
Q3 | – | Sell |
-4,712
| Closed | -$216K | – | 950 |
|
|
2022
Q2 | $216K | Sell |
4,712
-115
| -2% | -$5.27K | ﹤0.01% | 816 |
|
|
2022
Q1 | $270K | Buy |
4,827
+292
| +6% | +$16.3K | ﹤0.01% | 812 |
|
|
2021
Q4 | $253K | Sell |
4,535
-589
| -11% | -$32.9K | ﹤0.01% | 947 |
|
|
2021
Q3 | $263K | Buy |
+5,124
| New | +$263K | ﹤0.01% | 914 |
|
|
2019
Q2 | – | Sell |
-270
| Closed | -$10K | – | 1488 |
|
|
2019
Q1 | $10K | Buy |
270
+260
| +2,600% | +$9.63K | ﹤0.01% | 1181 |
|
|
2018
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1745 |
|