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Disciplined Investments’s Sun Life Financial SLF Stock Holding History

Disciplined 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
2022
Q3 		– Sell
-48
Closed -$2K – 1583
2022
Q2 		$2K Hold
48
– – ﹤0.01% 737
2022
Q1 		$3K Buy
+48
New +$2.64K ﹤0.01% 607

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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Disciplined Investments's SLF Position: Q3 2022 in Review

Disciplined Investments sold out of Sun Life Financial (SLF) in Q3 2022, closing a stake of 48 shares — an estimated $2K sold.

Disciplined Investments first reported a position in SLF in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 353 funds tracked by Wall St. Rank hold SLF as of Q3 2022.

  • Disciplined Investments reported no remaining Sun Life Financial position as of Q3 2022 after selling out during the quarter.
  • Disciplined Investments sold 48 Sun Life Financial shares in Q3 2022, an estimated $2K.
  • Disciplined Investments first reported a position in Sun Life Financial in Q1 2022 and held it in 2 quarters.
  • Disciplined Investments's Sun Life Financial position peaked at $3K in Q1 2022.
  • 353 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.