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Exchange Traded Concepts’s Sun Life Financial SLF Stock Holding History

Exchange Traded Concepts’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
2024
Q2 		– Sell
-263
Closed -$14.4K – 1289
2024
Q1 		$14.4K Buy
263
+230
+697% +$12.2K ﹤0.01% 1097
2023
Q4 		$1.71K Sell
33
-51
-61% -$2.51K ﹤0.01% 1213
2023
Q3 		$4.1K Buy
84
+17
+25% +$852 ﹤0.01% 1214
2023
Q2 		$3.49K Sell
67
-13
-16% -$639 ﹤0.01% 1257
2023
Q1 		$3.74K Sell
80
-2
-2% -$96 ﹤0.01% 1052
2022
Q4 		$3.81K Sell
82
-44
-35% -$1.95K ﹤0.01% 1080
2022
Q3 		$5K Sell
126
-52
-29% -$2.33K ﹤0.01% 1076
2022
Q2 		$8K Sell
178
-107
-38% -$5.33K ﹤0.01% 1108
2022
Q1 		$16K Buy
285
+4
+1% +$220 ﹤0.01% 1059
2021
Q4 		$16K Sell
281
-1
-0.4% -$55 ﹤0.01% 1063
2021
Q3 		$15K Sell
282
-21
-7% -$1.08K ﹤0.01% 980
2021
Q2 		$16K Buy
+303
New +$16K ﹤0.01% 1001
2020
Q2 		– Sell
-16
Closed -$1K – 858
2020
Q1 		$1K Buy
16
+6
+60% +$257 ﹤0.01% 517
2019
Q4 		$0 Buy
+10
New +$450 ﹤0.01% 478

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Exchange Traded Concepts's SLF Position: Q2 2024 in Review

Exchange Traded Concepts sold out of Sun Life Financial (SLF) in Q2 2024, closing a stake of 263 shares — an estimated $14.4K sold.

Exchange Traded Concepts first reported a position in SLF in Q4 2019 and held it in 14 quarters. The position peaked at $16K in Q1 2022. 396 funds tracked by Wall St. Rank hold SLF as of Q2 2024.

  • Exchange Traded Concepts reported no remaining Sun Life Financial position as of Q2 2024 after selling out during the quarter.
  • Exchange Traded Concepts sold 263 Sun Life Financial shares in Q2 2024, an estimated $14.4K.
  • Exchange Traded Concepts first reported a position in Sun Life Financial in Q4 2019 and held it in 14 quarters.
  • Exchange Traded Concepts's Sun Life Financial position peaked at $16K in Q1 2022.
  • 396 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2024.

Based on Exchange Traded Concepts's 13F filing for Q2 2024, filed 13 Aug 2024.