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Desjardins Global Asset Management’s Sun Life Financial SLF Stock Holding History

Desjardins Global 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
2023
Q4 		– Sell
-244
Closed -$12K – 692
2023
Q3 		$12K Buy
+244
New +$12.2K ﹤0.01% 633

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TD Asset Management
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Desjardins Global Asset Management's SLF Position: Q4 2023 in Review

Desjardins Global Asset Management sold out of Sun Life Financial (SLF) in Q4 2023, closing a stake of 244 shares — an estimated $12K sold.

Desjardins Global Asset Management first reported a position in SLF in Q3 2023 and held it in 1 quarter. The position peaked at $12K in Q3 2023. 398 funds tracked by Wall St. Rank hold SLF as of Q4 2023.

  • Desjardins Global Asset Management reported no remaining Sun Life Financial position as of Q4 2023 after selling out during the quarter.
  • Desjardins Global Asset Management sold 244 Sun Life Financial shares in Q4 2023, an estimated $12K.
  • Desjardins Global Asset Management first reported a position in Sun Life Financial in Q3 2023 and held it in 1 quarter.
  • Desjardins Global Asset Management's Sun Life Financial position peaked at $12K in Q3 2023.
  • 398 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.