Employees Provident Fund Board’s Sun Life Financial SLF Stock Holding History

Employees Provident Fund Board’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
2019 Q2	–	Sell	-1,029,554	Closed	-$52.9M	–	54
2019 Q1	$52.9M	Hold	1,029,554	–	–	1.46%	31
2018 Q4	$46.6M	Buy	1,029,554 +157,612	+18%	+$5.7M	1.3%	33
2018 Q3	$44.8M	Buy	871,942 +621,942	+249%	+$24.9M	1.24%	35
2018 Q2	$13.2M	Buy	+250,000	New	+$10.3M	0.36%	45
2018 Q1	–	Sell	-226,539	Closed	-$11.8M	–	49
2017 Q4	$11.8M	Sell	226,539 -343,310	-60%	-$13.7M	0.31%	45
2017 Q3	$28.3M	Hold	569,849	–	–	0.8%	40
2017 Q2	$26.4M	Hold	569,849	–	–	0.76%	43
2017 Q1	$27.7M	Buy	+569,849	New	+$21.7M	0.81%	42

Other funds holding SLF

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

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Employees Provident Fund Board's SLF Position: Q2 2019 in Review

Employees Provident Fund Board sold out of Sun Life Financial (SLF) in Q2 2019, closing a stake of 1,029,554 shares — an estimated $52.9M sold.

Employees Provident Fund Board first reported a position in SLF in Q1 2017 and held it in 8 quarters. The position peaked at $52.9M in Q1 2019. 302 funds tracked by Wall St. Rank hold SLF as of Q2 2019.

Employees Provident Fund Board reported no remaining Sun Life Financial position as of Q2 2019 after selling out during the quarter.
Employees Provident Fund Board sold 1,029,554 Sun Life Financial shares in Q2 2019, an estimated $52.9M.
Employees Provident Fund Board first reported a position in Sun Life Financial in Q1 2017 and held it in 8 quarters.
Employees Provident Fund Board's Sun Life Financial position peaked at $52.9M in Q1 2019.
302 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2019.

Based on Employees Provident Fund Board's 13F filing for Q2 2019, filed 18 Mar 2026.