Evermay Wealth Management’s Sun Life Financial SLF Stock Holding History

Evermay Wealth Management’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
2025 Q1	–	Sell	-139	Closed	-$8.25K	–	603
2024 Q4	$8.25K	Hold	139	–	–	﹤0.01%	460
2024 Q3	$8.06K	Hold	139	–	–	﹤0.01%	476
2024 Q2	$6.81K	Hold	139	–	–	﹤0.01%	482
2024 Q1	$7.59K	Buy	+139	New	+$7.35K	﹤0.01%	488

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Evermay Wealth Management's SLF Position: Q1 2025 in Review

Evermay Wealth Management sold out of Sun Life Financial (SLF) in Q1 2025, closing a stake of 139 shares — an estimated $8.25K sold.

Evermay Wealth Management first reported a position in SLF in Q1 2024 and held it in 4 quarters. The position peaked at $8.25K in Q4 2024. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

Evermay Wealth Management reported no remaining Sun Life Financial position as of Q1 2025 after selling out during the quarter.
Evermay Wealth Management sold 139 Sun Life Financial shares in Q1 2025, an estimated $8.25K.
Evermay Wealth Management first reported a position in Sun Life Financial in Q1 2024 and held it in 4 quarters.
Evermay Wealth Management's Sun Life Financial position peaked at $8.25K in Q4 2024.
421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.