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Freedman Financial Associates’s Sun Life Financial SLF Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-842
Closed -$47K – 351
2022
Q1 		$47K Hold
842
– – 0.03% 207
2021
Q4 		$47K Hold
842
– – 0.03% 211
2021
Q3 		$43K Hold
842
– – 0.03% 216
2021
Q2 		$43K Hold
842
– – 0.03% 213
2021
Q1 		$43K Hold
842
– – 0.04% 214
2020
Q4 		$37K Buy
+842
New +$36.5K 0.03% 222

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Freedman Financial Associates's SLF Position: Q2 2022 in Review

Freedman Financial Associates sold out of Sun Life Financial (SLF) in Q2 2022, closing a stake of 842 shares — an estimated $47K sold.

Freedman Financial Associates first reported a position in SLF in Q4 2020 and held it in 6 quarters. The position peaked at $47K in Q1 2022. 352 funds tracked by Wall St. Rank hold SLF as of Q2 2022.

  • Freedman Financial Associates reported no remaining Sun Life Financial position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 842 Sun Life Financial shares in Q2 2022, an estimated $47K.
  • Freedman Financial Associates first reported a position in Sun Life Financial in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Sun Life Financial position peaked at $47K in Q1 2022.
  • 352 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.