FORA Capital’s Sun Life Financial SLF Stock Holding History

FORA Capital’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 Q3	–	Sell	-17,513	Closed	-$858K	–	560
2024 Q2	$858K	Buy	+17,513	New	+$889K	0.1%	232
2022 Q3	–	Sell	-9,266	Closed	-$424K	–	548
2022 Q2	$424K	Buy	+9,266	New	+$462K	0.08%	277
2022 Q1	–	Sell	-6,510	Closed	-$363K	–	623
2021 Q4	$363K	Buy	+6,510	New	+$360K	0.14%	194
2021 Q2	–	Sell	-3,511	Closed	-$177K	–	1121
2021 Q1	$177K	Sell	3,511 -305	-8%	-$14.9K	0.06%	310
2020 Q4	$170K	Buy	+3,816	New	+$165K	0.03%	549
2020 Q3	–	Sell	-725	Closed	-$27K	–	952
2020 Q2	$27K	Buy	+725	New	+$24.9K	0.01%	761
2020 Q1	–	Sell	-3,689	Closed	-$168K	–	1311
2019 Q4	$168K	Buy	+3,689	New	+$166K	0.02%	657

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BGC

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

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

FORA Capital's SLF Position: Q3 2024 in Review

FORA Capital sold out of Sun Life Financial (SLF) in Q3 2024, closing a stake of 17,513 shares — an estimated $858K sold.

FORA Capital first reported a position in SLF in Q4 2019 and held it in 7 quarters. The position peaked at $858K in Q2 2024. 422 funds tracked by Wall St. Rank hold SLF as of Q3 2024.

FORA Capital reported no remaining Sun Life Financial position as of Q3 2024 after selling out during the quarter.
FORA Capital sold 17,513 Sun Life Financial shares in Q3 2024, an estimated $858K.
FORA Capital first reported a position in Sun Life Financial in Q4 2019 and held it in 7 quarters.
FORA Capital's Sun Life Financial position peaked at $858K in Q2 2024.
422 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2024.

Based on FORA Capital's 13F filing for Q3 2024, filed 13 Nov 2024.