Financial Advantage’s Sun Life Financial SLF Stock Holding History

Financial Advantage’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
2022 Q4	–	Sell	-367	Closed	-$14K	–	108
2022 Q3	$14K	Hold	367	–	–	0.01%	102
2022 Q2	$16K	Hold	367	–	–	0.01%	101
2022 Q1	$20K	Sell	367 -366	-50%	-$20.2K	0.02%	106
2021 Q4	$40K	Hold	733	–	–	0.03%	84
2021 Q3	$37K	Hold	733	–	–	0.03%	76
2021 Q2	$37K	Hold	733	–	–	0.03%	75
2021 Q1	$37K	Hold	733	–	–	0.03%	79
2020 Q4	$32K	Hold	733	–	–	0.03%	77
2020 Q3	$29K	Hold	733	–	–	0.03%	74
2020 Q2	$26K	Hold	733	–	–	0.02%	81
2020 Q1	$23K	Hold	733	–	–	0.02%	73
2019 Q4	$33K	Hold	733	–	–	0.02%	69
2019 Q3	$32K	Hold	733	–	–	0.02%	100
2019 Q2	$30K	Hold	733	–	–	0.02%	70
2019 Q1	$28K	Hold	733	–	–	0.02%	72
2018 Q4	$24K	Buy	+733	New	+$26.5K	0.02%	71

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Financial Advantage's SLF Position: Q4 2022 in Review

Financial Advantage sold out of Sun Life Financial (SLF) in Q4 2022, closing a stake of 367 shares — an estimated $14K sold.

Financial Advantage first reported a position in SLF in Q4 2018 and held it in 16 quarters. The position peaked at $40K in Q4 2021. 363 funds tracked by Wall St. Rank hold SLF as of Q4 2022.

Financial Advantage reported no remaining Sun Life Financial position as of Q4 2022 after selling out during the quarter.
Financial Advantage sold 367 Sun Life Financial shares in Q4 2022, an estimated $14K.
Financial Advantage first reported a position in Sun Life Financial in Q4 2018 and held it in 16 quarters.
Financial Advantage's Sun Life Financial position peaked at $40K in Q4 2021.
363 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2022.

Based on Financial Advantage's 13F filing for Q4 2022, filed 26 Jan 2023.