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DFPG Investments’s Sun Life Financial SLF Stock Holding History

DFPG Investments’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 		$273K Hold
5,332
– – 0.02% 535
2023
Q3 		$253K Hold
5,332
– – 0.02% 511
2023
Q2 		$277K Sell
5,332
-16
-0.3% -$786 0.03% 487
2023
Q1 		$250K Buy
5,348
+843
+19% +$40.6K 0.03% 468
2022
Q4 		$215K Buy
+4,505
New +$199K 0.04% 412

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
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
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

DFPG Investments's SLF Position: Q4 2023 in Review

DFPG Investments held its Sun Life Financial (SLF) position steady in Q4 2023 at 5,332 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #535.

DFPG Investments first reported a position in SLF in Q4 2022 and has held it in 5 quarters since. The position peaked at $277K in Q2 2023. 398 funds tracked by Wall St. Rank hold SLF as of Q4 2023.

  • DFPG Investments held 5,332 shares of Sun Life Financial worth $273K as of Q4 2023.
  • DFPG Investments left its Sun Life Financial share count unchanged in Q4 2023.
  • Sun Life Financial made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #535 holding.
  • DFPG Investments first reported a position in Sun Life Financial in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's Sun Life Financial position peaked at $277K in Q2 2023.
  • 398 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.