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Dorchester Wealth Management’s Sun Life Financial SLF Stock Holding History

Dorchester Wealth 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
2024
Q4 		$2.09M Sell
35,192
-131
-0.4% -$7.73K 0.42% 49
2024
Q3 		$2.05M Sell
35,323
-1,122
-3% -$58.6K 0.37% 53
2024
Q2 		$1.79M Sell
36,445
-3,745
-9% -$190K 0.35% 55
2024
Q1 		$2.19M Buy
40,190
+354
+0.9% +$18.7K 0.39% 55
2023
Q4 		$2.07M Sell
39,836
-460
-1% -$22.6K 0.38% 55
2023
Q3 		$1.98M Sell
40,296
-679
-2% -$34K 0.4% 54
2023
Q2 		$2.14M Sell
40,975
-2,160
-5% -$106K 0.43% 52
2023
Q1 		$2.01M Buy
43,135
+4,570
+12% +$220K 0.41% 54
2022
Q4 		$1.79M Sell
38,565
-4,610
-11% -$204K 0.42% 53
2022
Q3 		$1.72M Sell
43,175
-100
-0.2% -$4.48K 0.38% 56
2022
Q2 		$1.98M Buy
43,275
+11,969
+38% +$596K 0.39% 55
2022
Q1 		$1.75M Hold
31,306
– – 0.28% 55
2021
Q4 		$1.74M Buy
31,306
+100
+0.3% +$5.53K 0.35% 51
2021
Q3 		$1.59M Sell
31,206
-1,800
-5% -$92.6K 0.39% 49
2021
Q2 		$1.7M Sell
33,006
-1,800
-5% -$95.1K 0.39% 49
2021
Q1 		$1.76M Sell
34,806
-1,968
-5% -$96.4K 0.44% 48
2020
Q4 		$1.64M Sell
36,774
-391
-1% -$16.9K 0.43% 50
2020
Q3 		$1.51M Sell
37,165
-2,019
-5% -$81.6K 0.47% 47
2020
Q2 		$1.43M Sell
39,184
-330
-0.8% -$11.3K 0.45% 47
2020
Q1 		$1.26M Sell
39,514
-569
-1% -$24.4K 0.47% 46
2019
Q4 		$1.83M Sell
40,083
-877
-2% -$39.5K 0.51% 41
2019
Q3 		$1.83M Sell
40,960
-1,184
-3% -$49.5K 0.54% 40
2019
Q2 		$1.75M Sell
42,144
-3,095
-7% -$124K 0.52% 42
2019
Q1 		$1.74M Sell
45,239
-1,426
-3% -$52.3K 0.53% 39
2018
Q4 		$1.55M Buy
46,665
+647
+1% +$23.4K 0.54% 42
2018
Q3 		$1.82M Buy
46,018
+13,123
+40% +$525K 0.57% 40
2018
Q2 		$1.32M Sell
32,895
-1,024
-3% -$42.4K 0.43% 44
2018
Q1 		$1.39M Sell
33,919
-98
-0.3% -$4.13K 0.47% 43
2017
Q4 		$1.41M Sell
34,017
-1,600
-4% -$63.8K 0.44% 47
2017
Q3 		$1.42M Buy
35,617
+121
+0.3% +$4.62K 0.46% 49
2017
Q2 		$1.27M Sell
35,496
-899
-2% -$31K 0.44% 49
2017
Q1 		$1.33M Buy
36,395
+526
+1% +$20K 0.46% 48
2016
Q4 		$1.38M Sell
35,869
-1,420
-4% -$51.5K 0.5% 47
2016
Q3 		$1.21M Sell
37,289
-4,479
-11% -$144K 0.45% 49
2016
Q2 		$1.37M Buy
41,768
+2
+0% +$67 0.51% 48
2016
Q1 		$1.35M Sell
41,766
-999
-2% -$29.3K 0.51% 45
2015
Q4 		$1.33M Sell
42,765
-2,907
-6% -$95.9K 0.55% 47
2015
Q3 		$1.47M Sell
45,672
-253
-0.6% -$8.2K 0.54% 45
2015
Q2 		$1.53M Buy
+45,925
New +$1.51M 0.5% 48

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Dorchester Wealth Management's SLF Position: Q4 2024 in Review

Dorchester Wealth Management reduced its Sun Life Financial (SLF) stake by 0.37% in Q4 2024, selling an estimated $7.73K and leaving 35,192 shares worth $2.09M. The position accounts for 0.42% of the portfolio, ranked #49.

Dorchester Wealth Management first reported a position in SLF in Q2 2015 and has held it in 39 quarters since. The position peaked at $2.19M in Q1 2024. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2024.

  • Dorchester Wealth Management held 35,192 shares of Sun Life Financial worth $2.09M as of Q4 2024.
  • Dorchester Wealth Management sold 131 Sun Life Financial shares in Q4 2024, an estimated $7.73K.
  • Sun Life Financial made up 0.42% of Dorchester Wealth Management's portfolio in Q4 2024, its #49 holding.
  • Dorchester Wealth Management first reported a position in Sun Life Financial in Q2 2015 and has held it in 39 quarters since.
  • Dorchester Wealth Management's Sun Life Financial position peaked at $2.19M in Q1 2024.
  • 441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.