First National Trust’s Sun Life Financial SLF Stock Holding History

First National Trust’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
2023 Q1	–	Sell	-6,591	Closed	-$306K	–	388
2022 Q4	$306K	Hold	6,591	–	–	0.02%	306
2022 Q3	$262K	Hold	6,591	–	–	0.02%	312
2022 Q2	$302K	Sell	6,591 -1,150	-15%	-$57.3K	0.02%	302
2022 Q1	$432K	Hold	7,741	–	–	0.02%	277
2021 Q4	$431K	Hold	7,741	–	–	0.02%	290
2021 Q3	$398K	Hold	7,741	–	–	0.02%	283
2021 Q2	$399K	Hold	7,741	–	–	0.02%	281
2021 Q1	$391K	Hold	7,741	–	–	0.03%	275
2020 Q4	$344K	Hold	7,741	–	–	0.02%	268
2020 Q3	$315K	Hold	7,741	–	–	0.02%	243
2020 Q2	$284K	Hold	7,741	–	–	0.02%	253
2020 Q1	$248K	Hold	7,741	–	–	0.02%	253
2019 Q4	$353K	Hold	7,741	–	–	0.03%	244
2019 Q3	$347K	Hold	7,741	–	–	0.03%	243
2019 Q2	$320K	Hold	7,741	–	–	0.03%	261
2019 Q1	$297K	Hold	7,741	–	–	0.03%	262
2018 Q4	$257K	Hold	7,741	–	–	0.03%	271
2018 Q3	$308K	Hold	7,741	–	–	0.03%	271
2018 Q2	$311K	Hold	7,741	–	–	0.03%	273
2018 Q1	$318K	Hold	7,741	–	–	0.04%	273
2017 Q4	$319K	Hold	7,741	–	–	0.04%	278
2017 Q3	$308K	Buy	+7,741	New	+$295K	0.04%	283

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

First National Trust's SLF Position: Q1 2023 in Review

First National Trust sold out of Sun Life Financial (SLF) in Q1 2023, closing a stake of 6,591 shares — an estimated $306K sold.

First National Trust first reported a position in SLF in Q3 2017 and held it in 22 quarters. The position peaked at $432K in Q1 2022. 381 funds tracked by Wall St. Rank hold SLF as of Q1 2023.

First National Trust reported no remaining Sun Life Financial position as of Q1 2023 after selling out during the quarter.
First National Trust sold 6,591 Sun Life Financial shares in Q1 2023, an estimated $306K.
First National Trust first reported a position in Sun Life Financial in Q3 2017 and held it in 22 quarters.
First National Trust's Sun Life Financial position peaked at $432K in Q1 2022.
381 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2023.

Based on First National Trust's 13F filing for Q1 2023, filed 26 Apr 2023.