EDRH
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Edmond de Rothschild Holding’s Sun Life Financial SLF Stock Holding History

Edmond de Rothschild Holding’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
Q4 		– Sell
-660
Closed -$26K – 822
2022
Q3 		$26K Buy
+660
New +$29.6K ﹤0.01% 729

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
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
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Edmond de Rothschild Holding's SLF Position: Q4 2022 in Review

Edmond de Rothschild Holding sold out of Sun Life Financial (SLF) in Q4 2022, closing a stake of 660 shares — an estimated $26K sold.

Edmond de Rothschild Holding first reported a position in SLF in Q3 2022 and held it in 1 quarter. The position peaked at $26K in Q3 2022. 363 funds tracked by Wall St. Rank hold SLF as of Q4 2022.

  • Edmond de Rothschild Holding reported no remaining Sun Life Financial position as of Q4 2022 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 660 Sun Life Financial shares in Q4 2022, an estimated $26K.
  • Edmond de Rothschild Holding first reported a position in Sun Life Financial in Q3 2022 and held it in 1 quarter.
  • Edmond de Rothschild Holding's Sun Life Financial position peaked at $26K in Q3 2022.
  • 363 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2022.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2022, filed 9 Feb 2023.