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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Csenge Advisory Group's SLF Position: Q2 2024 in Review

Csenge Advisory Group sold out of Sun Life Financial (SLF) in Q2 2024, closing a stake of 4,247 shares — an estimated $232K sold.

Csenge Advisory Group first reported a position in SLF in Q3 2018 and held it in 7 quarters. The position peaked at $327K in Q1 2021. 396 funds tracked by Wall St. Rank hold SLF as of Q2 2024.

Csenge Advisory Group reported no remaining Sun Life Financial position as of Q2 2024 after selling out during the quarter.
Csenge Advisory Group sold 4,247 Sun Life Financial shares in Q2 2024, an estimated $232K.
Csenge Advisory Group first reported a position in Sun Life Financial in Q3 2018 and held it in 7 quarters.
Csenge Advisory Group's Sun Life Financial position peaked at $327K in Q1 2021.
396 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2024.

Based on Csenge Advisory Group's 13F filing for Q2 2024, filed 10 Jul 2024.