Erste Asset Management’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.68M | Sell |
27,200
-600
| -2% | -$38.4K | 0.02% | 384 |
|
|
2025
Q4 | $1.74M | Sell |
27,800
-600
| -2% | -$36.3K | 0.01% | 365 |
|
|
2025
Q3 | $1.69M | Sell |
28,400
-5,693
| -17% | -$342K | 0.02% | 359 |
|
|
2025
Q2 | $4.2M | Buy |
34,093
+5,693
| +20% | +$349K | 0.04% | 297 |
|
|
2025
Q1 | $1.6M | Hold |
28,400
| – | – | 0.02% | 328 |
|
|
2024
Q4 | $1.69M | Buy |
28,400
+200
| +0.7% | +$11.8K | 0.02% | 341 |
|
|
2024
Q3 | $1.63M | Sell |
28,200
-2,300
| -8% | -$120K | 0.02% | 344 |
|
|
2024
Q2 | $1.49M | Hold |
30,500
| – | – | 0.02% | 339 |
|
|
2024
Q1 | $1.66M | Hold |
30,500
| – | – | 0.02% | 322 |
|
|
2023
Q4 | $1.58M | Hold |
30,500
| – | – | 0.02% | 321 |
|
|
2023
Q3 | $1.49M | Hold |
30,500
| – | – | 0.03% | 302 |
|
|
2023
Q2 | $1.57M | Hold |
30,500
| – | – | 0.03% | 311 |
|
|
2023
Q1 | $1.41M | Buy |
30,500
+3,600
| +13% | +$173K | 0.03% | 312 |
|
|
2022
Q4 | $1.26M | Buy |
26,900
+1,400
| +5% | +$61.9K | 0.03% | 325 |
|
|
2022
Q3 | $1.02M | Hold |
25,500
| – | – | 0.02% | 355 |
|
|
2022
Q2 | $1.17M | Sell |
25,500
-6,300
| -20% | -$314K | 0.03% | 336 |
|
|
2022
Q1 | $1.79M | Hold |
31,800
| – | – | 0.03% | 311 |
|
|
2021
Q4 | $1.75M | Buy |
31,800
+23,300
| +274% | +$1.29M | 0.03% | 304 |
|
|
2021
Q3 | $442K | Hold |
8,500
| – | – | 0.01% | 430 |
|
|
2021
Q2 | $439K | Sell |
8,500
-26,900
| -76% | -$1.42M | 0.01% | 430 |
|
|
2021
Q1 | $1.81M | Hold |
35,400
| – | – | 0.04% | 279 |
|
|
2020
Q4 | $1.56M | Sell |
35,400
-4,600
| -12% | -$199K | 0.04% | 298 |
|
|
2020
Q3 | $1.63M | Hold |
40,000
| – | – | 0.06% | 268 |
|
|
2020
Q2 | $1.43M | Hold |
40,000
| – | – | 0.06% | 266 |
|
|
2020
Q1 | $1.24M | Hold |
40,000
| – | – | 0.07% | 235 |
|
|
2019
Q4 | $1.83M | Hold |
40,000
| – | – | 0.08% | 218 |
|
|
2019
Q3 | $1.78M | Hold |
40,000
| – | – | 0.09% | 199 |
|
|
2019
Q2 | $1.65M | Hold |
40,000
| – | – | 0.09% | 201 |
|
|
2019
Q1 | $1.54M | Hold |
40,000
| – | – | 0.09% | 203 |
|
|
2018
Q4 | $1.3M | Buy |
+40,000
| New | +$1.45M | 0.09% | 208 |
|
Other funds holding SLF
VCM
