Federated Hermes
SLF icon

Federated Hermes’s Sun Life Financial SLF Stock Holding History

Federated Hermes’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
2018
Q1 		– Sell
-387,645
Closed -$16M – 2229
2017
Q4 		$16M Sell
387,645
-218,767
-36% -$8.72M 0.05% 317
2017
Q3 		$24.1M Sell
606,412
-48,090
-7% -$1.84M 0.07% 228
2017
Q2 		$23.4M Sell
654,502
-53,736
-8% -$1.85M 0.07% 247
2017
Q1 		$25.9M Sell
708,238
-172,481
-20% -$6.56M 0.07% 229
2016
Q4 		$33.8M Buy
880,719
+99,543
+13% +$3.61M 0.1% 168
2016
Q3 		$25.4M Buy
781,176
+271,440
+53% +$8.73M 0.07% 217
2016
Q2 		$16.7M Hold
509,736
– – 0.05% 308
2016
Q1 		$16.4M Sell
509,736
-322,495
-39% -$9.47M 0.05% 306
2015
Q4 		$26M Hold
832,231
– – 0.08% 228
2015
Q3 		$26.8M Sell
832,231
-125,685
-13% -$4.07M 0.09% 234
2015
Q2 		$32M Buy
957,916
+44,519
+5% +$1.47M 0.1% 227
2015
Q1 		$28.2M Buy
913,397
+182,244
+25% +$5.82M 0.09% 232
2014
Q4 		$26.4M Buy
731,153
+38,988
+6% +$1.39M 0.08% 235
2014
Q3 		$25.1M Hold
692,165
– – 0.08% 241
2014
Q2 		$25.4M Hold
692,165
– – 0.08% 243
2014
Q1 		$24M Hold
692,165
– – 0.08% 246
2013
Q4 		$24.5M Buy
692,165
+203,070
+42% +$6.91M 0.08% 221
2013
Q3 		$15.6M Hold
489,095
– – 0.06% 273
2013
Q2 		$14.5M Buy
+489,095
New +$13.9M 0.06% 261

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Federated Hermes's SLF Position: Q1 2018 in Review

Federated Hermes sold out of Sun Life Financial (SLF) in Q1 2018, closing a stake of 387,645 shares — an estimated $16M sold.

Federated Hermes first reported a position in SLF in Q2 2013 and held it in 19 quarters. The position peaked at $33.8M in Q4 2016. 308 funds tracked by Wall St. Rank hold SLF as of Q1 2018.

  • Federated Hermes reported no remaining Sun Life Financial position as of Q1 2018 after selling out during the quarter.
  • Federated Hermes sold 387,645 Sun Life Financial shares in Q1 2018, an estimated $16M.
  • Federated Hermes first reported a position in Sun Life Financial in Q2 2013 and held it in 19 quarters.
  • Federated Hermes's Sun Life Financial position peaked at $33.8M in Q4 2016.
  • 308 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2018.

Based on Federated Hermes's 13F filing for Q1 2018, filed 9 May 2018.