D'Orazio & Associates’s Sun Life Financial SLF Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-464	Closed	-$24K	–	603
2021 Q3	$24K	Buy	464 +146	+46%	+$7.51K	0.01%	352
2021 Q2	$16K	Hold	318	–	–	﹤0.01%	278
2021 Q1	$16K	Hold	318	–	–	﹤0.01%	261
2020 Q4	$14K	Hold	318	–	–	﹤0.01%	249
2020 Q3	$13K	Hold	318	–	–	0.01%	219
2020 Q2	$12K	Hold	318	–	–	0.01%	227
2020 Q1	$10K	Hold	318	–	–	﹤0.01%	224
2019 Q4	$14K	Hold	318	–	–	﹤0.01%	233
2019 Q3	$14K	Hold	318	–	–	﹤0.01%	231
2019 Q2	$13K	Hold	318	–	–	﹤0.01%	227
2019 Q1	$12K	Hold	318	–	–	﹤0.01%	227
2018 Q4	$11K	Hold	318	–	–	﹤0.01%	219
2018 Q3	$13K	Hold	318	–	–	﹤0.01%	206
2018 Q2	$13K	Hold	318	–	–	0.01%	194
2018 Q1	$13K	Hold	318	–	–	﹤0.01%	194
2017 Q4	$13K	Hold	318	–	–	﹤0.01%	206
2017 Q3	$13K	Hold	318	–	–	﹤0.01%	188
2017 Q2	$11K	Hold	318	–	–	﹤0.01%	227
2017 Q1	$12K	Hold	318	–	–	﹤0.01%	208
2016 Q4	$12K	Hold	318	–	–	﹤0.01%	190
2016 Q3	$10K	Hold	318	–	–	﹤0.01%	197
2016 Q2	$10K	Buy	+318	New	+$10.7K	﹤0.01%	209

Other funds holding SLF

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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

D'Orazio & Associates's SLF Position: Q4 2021 in Review

D'Orazio & Associates sold out of Sun Life Financial (SLF) in Q4 2021, closing a stake of 464 shares — an estimated $24K sold.

D'Orazio & Associates first reported a position in SLF in Q2 2016 and held it in 22 quarters. The position peaked at $24K in Q3 2021. 354 funds tracked by Wall St. Rank hold SLF as of Q4 2021.

D'Orazio & Associates reported no remaining Sun Life Financial position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 464 Sun Life Financial shares in Q4 2021, an estimated $24K.
D'Orazio & Associates first reported a position in Sun Life Financial in Q2 2016 and held it in 22 quarters.
D'Orazio & Associates's Sun Life Financial position peaked at $24K in Q3 2021.
354 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.