EARNEST Partners’s Sun Life Financial SLF Stock Holding History

EARNEST Partners’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	-70	Closed	-$4.64K	–	963
2023 Q3	$4.64K	Hold	70	–	–	﹤0.01%	824
2023 Q2	$3.65K	Hold	70	–	–	﹤0.01%	881
2023 Q1	$3.27K	Hold	70	–	–	﹤0.01%	894
2022 Q4	$4.4K	Hold	70	–	–	﹤0.01%	820
2022 Q3	$3K	Hold	70	–	–	﹤0.01%	917
2022 Q2	$3K	Hold	70	–	–	﹤0.01%	940
2022 Q1	$4K	Hold	70	–	–	﹤0.01%	911
2021 Q4	$4K	Hold	70	–	–	﹤0.01%	924
2021 Q3	$4K	Hold	70	–	–	﹤0.01%	921
2021 Q2	$4K	Hold	70	–	–	﹤0.01%	934
2021 Q1	$4K	Hold	70	–	–	﹤0.01%	927
2020 Q4	$3K	Hold	70	–	–	﹤0.01%	962
2020 Q3	$3K	Hold	70	–	–	﹤0.01%	916
2020 Q2	$3K	Sell	70 -31	-31%	-$1.06K	﹤0.01%	889
2020 Q1	$3K	Hold	101	–	–	﹤0.01%	837
2019 Q4	$5K	Hold	101	–	–	﹤0.01%	794
2019 Q3	$5K	Hold	101	–	–	﹤0.01%	765
2019 Q2	$4K	Hold	101	–	–	﹤0.01%	852
2019 Q1	$4K	Hold	101	–	–	﹤0.01%	855
2018 Q4	$3K	Hold	101	–	–	﹤0.01%	898
2018 Q3	$4K	Hold	101	–	–	﹤0.01%	874
2018 Q2	$4K	Hold	101	–	–	﹤0.01%	869
2018 Q1	$4K	Hold	101	–	–	﹤0.01%	842
2017 Q4	$4K	Buy	+101	New	+$4.03K	﹤0.01%	839

Other funds holding SLF

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

EARNEST Partners's SLF Position: Q4 2023 in Review

EARNEST Partners sold out of Sun Life Financial (SLF) in Q4 2023, closing a stake of 70 shares — an estimated $4.64K sold.

EARNEST Partners first reported a position in SLF in Q4 2017 and held it in 24 quarters. The position peaked at $5K in Q4 2019. 399 funds tracked by Wall St. Rank hold SLF as of Q4 2023.

EARNEST Partners reported no remaining Sun Life Financial position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 70 Sun Life Financial shares in Q4 2023, an estimated $4.64K.
EARNEST Partners first reported a position in Sun Life Financial in Q4 2017 and held it in 24 quarters.
EARNEST Partners's Sun Life Financial position peaked at $5K in Q4 2019.
399 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.