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Cullen/Frost Bankers’s Sun Life Financial SLF Stock Holding History

Cullen/Frost Bankers’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
2023
Q3 		– Sell
-3,131
Closed -$163K – 1197
2023
Q2 		$163K Buy
3,131
+26
+0.8% +$1.28K ﹤0.01% 540
2023
Q1 		$145K Buy
3,105
+27
+0.9% +$1.3K ﹤0.01% 550
2022
Q4 		$143K Buy
3,078
+1,553
+102% +$68.7K ﹤0.01% 543
2022
Q3 		$61K Hold
1,525
– – ﹤0.01% 672
2022
Q2 		$70K Buy
1,525
+13
+0.9% +$648 ﹤0.01% 653
2022
Q1 		$84K Buy
1,512
+11
+0.7% +$606 ﹤0.01% 650
2021
Q4 		$84K Buy
1,501
+10
+0.7% +$553 ﹤0.01% 654
2021
Q3 		$77K Buy
1,491
+10
+0.7% +$514 ﹤0.01% 669
2021
Q2 		$76K Buy
1,481
+9
+0.6% +$475 ﹤0.01% 688
2021
Q1 		$74K Buy
1,472
+20
+1% +$979 ﹤0.01% 664
2020
Q4 		$65K Sell
1,452
-29
-2% -$1.26K ﹤0.01% 663
2020
Q3 		$60K Buy
+1,481
New +$59.9K ﹤0.01% 637

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Cullen/Frost Bankers's SLF Position: Q3 2023 in Review

Cullen/Frost Bankers sold out of Sun Life Financial (SLF) in Q3 2023, closing a stake of 3,131 shares — an estimated $163K sold.

Cullen/Frost Bankers first reported a position in SLF in Q3 2020 and held it in 12 quarters. The position peaked at $163K in Q2 2023. 379 funds tracked by Wall St. Rank hold SLF as of Q3 2023.

  • Cullen/Frost Bankers reported no remaining Sun Life Financial position as of Q3 2023 after selling out during the quarter.
  • Cullen/Frost Bankers sold 3,131 Sun Life Financial shares in Q3 2023, an estimated $163K.
  • Cullen/Frost Bankers first reported a position in Sun Life Financial in Q3 2020 and held it in 12 quarters.
  • Cullen/Frost Bankers's Sun Life Financial position peaked at $163K in Q2 2023.
  • 379 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2023.

Based on Cullen/Frost Bankers's 13F filing for Q3 2023, filed 2 Nov 2023.