Edgestream Partners’s Sun Life Financial SLF Stock Holding History

Edgestream 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 Q2	–	Sell	-24,740	Closed	-$1.16M	–	897
2023 Q1	$1.16M	Buy	24,740 +13,850	+127%	+$667K	0.13%	266
2022 Q4	$506K	Buy	+10,890	New	+$482K	0.06%	364
2022 Q3	–	Sell	-23,436	Closed	-$1.07M	–	597
2022 Q2	$1.07M	Buy	23,436 +17,241	+278%	+$859K	0.08%	307
2022 Q1	$346K	Sell	6,195 -581	-9%	-$32K	0.03%	467
2021 Q4	$377K	Buy	+6,776	New	+$375K	0.02%	417

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Edgestream Partners's SLF Position: Q2 2023 in Review

Edgestream Partners sold out of Sun Life Financial (SLF) in Q2 2023, closing a stake of 24,740 shares — an estimated $1.16M sold.

Edgestream Partners first reported a position in SLF in Q4 2021 and held it in 5 quarters. The position peaked at $1.16M in Q1 2023. 382 funds tracked by Wall St. Rank hold SLF as of Q2 2023.

Edgestream Partners reported no remaining Sun Life Financial position as of Q2 2023 after selling out during the quarter.
Edgestream Partners sold 24,740 Sun Life Financial shares in Q2 2023, an estimated $1.16M.
Edgestream Partners first reported a position in Sun Life Financial in Q4 2021 and held it in 5 quarters.
Edgestream Partners's Sun Life Financial position peaked at $1.16M in Q1 2023.
382 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2023.

Based on Edgestream Partners's 13F filing for Q2 2023, filed 10 Aug 2023.