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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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