Eaton Vance Management’s Sun Life Financial SLF Stock Holding History

Eaton Vance 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
2022 Q3	$206K	Sell	5,179 -6	-0.1%	-$269	﹤0.01%	1491
2022 Q2	$237K	Sell	5,185 -29,053	-85%	-$1.45M	﹤0.01%	1502
2022 Q1	$1.91M	Buy	34,238 +27,592	+415%	+$1.52M	﹤0.01%	1196
2021 Q4	$370K	Sell	6,646 -42	-0.6%	-$2.32K	﹤0.01%	1396
2021 Q3	$271K	Buy	6,688 +253	+4%	+$13K	﹤0.01%	1298
2021 Q2	$332K	Buy	6,435 +1,609	+33%	+$85K	﹤0.01%	1445
2021 Q1	$244K	Hold	4,826	–	–	﹤0.01%	1419
2020 Q4	$215K	Buy	+4,826	New	+$209K	﹤0.01%	1403
2018 Q3	–	Sell	-5,105	Closed	-$205K	–	1210
2018 Q2	$205K	Buy	+5,105	New	+$211K	﹤0.01%	1153

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

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

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

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

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

BGC

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Eaton Vance Management's SLF Position: Q3 2022 in Review

Eaton Vance Management reduced its Sun Life Financial (SLF) stake by 0.12% in Q3 2022, selling an estimated $269 and leaving 5,179 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Eaton Vance Management first reported a position in SLF in Q2 2018 and has held it in 9 quarters since. The position peaked at $1.91M in Q1 2022. 354 funds tracked by Wall St. Rank hold SLF as of Q3 2022.

Eaton Vance Management held 5,179 shares of Sun Life Financial worth $206K as of Q3 2022.
Eaton Vance Management sold 6 Sun Life Financial shares in Q3 2022, an estimated $269.
Sun Life Financial made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1491 holding.
Eaton Vance Management first reported a position in Sun Life Financial in Q2 2018 and has held it in 9 quarters since.
Eaton Vance Management's Sun Life Financial position peaked at $1.91M in Q1 2022.
354 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.