Csenge Advisory Group’s Sun Life Financial SLF Stock Holding History

Csenge Advisory Group’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 Q2	–	Sell	-4,247	Closed	-$232K	–	747
2024 Q1	$232K	Buy	+4,247	New	+$225K	0.01%	631
2021 Q2	–	Sell	-6,369	Closed	-$327K	–	579
2021 Q1	$327K	Sell	6,369 -259	-4%	-$12.7K	0.03%	366
2020 Q4	$295K	Buy	6,628 +1,362	+26%	+$59K	0.04%	330
2020 Q3	$220K	Sell	5,266 -466	-8%	-$18.8K	0.03%	366
2020 Q2	$211K	Sell	5,732 -691	-11%	-$23.8K	0.03%	346
2020 Q1	$206K	Buy	+6,423	New	+$275K	0.05%	269
2018 Q4	–	Sell	-3,185	Closed	-$116K	–	1272
2018 Q3	$116K	Buy	+3,185	New	+$127K	0.05%	217

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 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

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

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

Bank of Nova Scotia

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

CIBC World Market

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