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Enterprise Financial Services Corp (EFSC)’s Sun Life Financial SLF Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q3 		– Sell
-829
Closed -$43K – 1076
2021
Q2 		$43K Buy
829
+27
+3% +$1.43K 0.01% 419
2021
Q1 		$41K Buy
802
+61
+8% +$2.99K 0.01% 450
2020
Q4 		$33K Hold
741
– – 0.01% 468
2020
Q3 		$30K Hold
741
– – 0.01% 478
2020
Q2 		$27K Buy
741
+221
+43% +$7.6K 0.01% 486
2020
Q1 		$17K Buy
520
+322
+163% +$13.8K ﹤0.01% 539
2019
Q4 		$9K Hold
198
– – ﹤0.01% 747
2019
Q3 		$9K Hold
198
– – ﹤0.01% 730
2019
Q2 		$8K Buy
198
+21
+12% +$844 ﹤0.01% 797
2019
Q1 		$7K Sell
177
-154
-47% -$5.65K ﹤0.01% 834
2018
Q4 		$11K Buy
331
+154
+87% +$5.57K 0.01% 511
2018
Q3 		$7K Sell
177
-130
-42% -$5.2K ﹤0.01% 672
2018
Q2 		$12K Buy
307
+39
+15% +$1.61K 0.01% 559
2018
Q1 		$11K Buy
268
+91
+51% +$3.84K 0.01% 579
2017
Q4 		$7K Hold
177
– – ﹤0.01% 646
2017
Q3 		$7K Hold
177
– – ﹤0.01% 651
2017
Q2 		$6K Sell
177
-28
-14% -$966 ﹤0.01% 684
2017
Q1 		$7K Hold
205
– – ﹤0.01% 697
2016
Q4 		$8K Sell
205
-179
-47% -$6.49K ﹤0.01% 652
2016
Q3 		$12K Hold
384
– – 0.01% 525
2016
Q2 		$13K Hold
384
– – 0.01% 492
2016
Q1 		$12K Sell
384
-1,244
-76% -$36.5K 0.01% 505
2015
Q4 		$51K Hold
1,628
– – 0.03% 240
2015
Q3 		$53K Buy
1,628
+151
+10% +$4.89K 0.03% 228
2015
Q2 		$49K Hold
1,477
– – 0.03% 246
2015
Q1 		$46K Hold
1,477
– – 0.03% 266
2014
Q4 		$53K Hold
1,477
– – 0.03% 249
2014
Q3 		$54K Hold
1,477
– – 0.03% 244
2014
Q2 		$54K Hold
1,477
– – 0.03% 253
2014
Q1 		$51K Hold
1,477
– – 0.03% 249
2013
Q4 		$52K Hold
1,477
– – 0.03% 240
2013
Q3 		$47K Hold
1,477
– – 0.03% 241
2013
Q2 		$44K Buy
+1,477
New +$42K 0.03% 219

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SLF Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Sun Life Financial (SLF) in Q3 2021, closing a stake of 829 shares — an estimated $43K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SLF in Q2 2013 and held it in 33 quarters. The position peaked at $54K in Q3 2014. 326 funds tracked by Wall St. Rank hold SLF as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Sun Life Financial position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 829 Sun Life Financial shares in Q3 2021, an estimated $43K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Sun Life Financial in Q2 2013 and held it in 33 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Sun Life Financial position peaked at $54K in Q3 2014.
  • 326 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.