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

Cresset Asset Management’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 Q4	–	Sell	-7,941	Closed	-$461K	–	2152
2024 Q3	$461K	Sell	7,941 -283	-3%	-$14.8K	﹤0.01%	1565
2024 Q2	$403K	Sell	8,224 -4,576	-36%	-$232K	﹤0.01%	1552
2024 Q1	$699K	Buy	12,800 +2,709	+27%	+$143K	﹤0.01%	1170
2023 Q4	$523K	Buy	10,091 +278	+3%	+$13.7K	﹤0.01%	1207
2023 Q3	$479K	Sell	9,813 -300	-3%	-$15K	﹤0.01%	1204
2023 Q2	$527K	Buy	+10,113	New	+$497K	﹤0.01%	1253
2022 Q3	–	Sell	-4,712	Closed	-$216K	–	950
2022 Q2	$216K	Sell	4,712 -115	-2%	-$5.73K	﹤0.01%	816
2022 Q1	$270K	Buy	4,827 +292	+6%	+$16.1K	﹤0.01%	812
2021 Q4	$253K	Sell	4,535 -589	-11%	-$32.6K	﹤0.01%	947
2021 Q3	$263K	Buy	+5,124	New	+$264K	﹤0.01%	914
2019 Q2	–	Sell	-270	Closed	-$10K	–	1488
2019 Q1	$10K	Buy	270 +260	+2,600%	+$9.54K	﹤0.01%	1181
2018 Q4	$0	Buy	+10	New	+$362	﹤0.01%	1745

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cresset Asset Management's SLF Position: Q4 2024 in Review

Cresset Asset Management sold out of Sun Life Financial (SLF) in Q4 2024, closing a stake of 7,941 shares — an estimated $461K sold.

Cresset Asset Management first reported a position in SLF in Q4 2018 and held it in 12 quarters. The position peaked at $699K in Q1 2024. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2024.

Cresset Asset Management reported no remaining Sun Life Financial position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 7,941 Sun Life Financial shares in Q4 2024, an estimated $461K.
Cresset Asset Management first reported a position in Sun Life Financial in Q4 2018 and held it in 12 quarters.
Cresset Asset Management's Sun Life Financial position peaked at $699K in Q1 2024.
441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.