Gemmer Asset Management’s Sun Life Financial SLF Stock Holding History

Gemmer Asset Management’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	-519	Closed	-$28K	–	971
2022 Q1	$28K	Hold	519	–	–	﹤0.01%	414
2021 Q4	$29K	Hold	519	–	–	﹤0.01%	408
2021 Q3	$27K	Hold	519	–	–	﹤0.01%	400
2021 Q2	$27K	Hold	519	–	–	﹤0.01%	450
2021 Q1	$26K	Hold	519	–	–	﹤0.01%	434
2020 Q4	$23K	Hold	519	–	–	﹤0.01%	414
2020 Q3	$21K	Hold	519	–	–	﹤0.01%	389
2020 Q2	$19K	Sell	519 -26	-5%	-$894	﹤0.01%	399
2020 Q1	$17K	Buy	545 +58	+12%	+$2.48K	﹤0.01%	376
2019 Q4	$22K	Hold	487	–	–	0.01%	379
2019 Q3	$22K	Hold	487	–	–	0.01%	368
2019 Q2	$20K	Hold	487	–	–	0.01%	392
2019 Q1	$19K	Hold	487	–	–	0.01%	438
2018 Q4	$16K	Hold	487	–	–	﹤0.01%	437
2018 Q3	$19K	Sell	487 -51	-9%	-$2.04K	0.01%	423
2018 Q2	$22K	Buy	538 +16	+3%	+$662	0.01%	369
2018 Q1	$21K	Buy	522 +35	+7%	+$1.48K	0.01%	387
2017 Q4	$20K	Hold	487	–	–	0.01%	422
2017 Q3	$19K	Hold	487	–	–	0.01%	401
2017 Q2	$17K	Hold	487	–	–	0.01%	428
2017 Q1	$18K	Hold	487	–	–	0.01%	390
2016 Q4	$19K	Hold	487	–	–	0.01%	353
2016 Q3	$16K	Hold	487	–	–	0.01%	408
2016 Q2	$16K	Hold	487	–	–	0.01%	384
2016 Q1	$15K	Hold	487	–	–	0.01%	406
2015 Q4	$15K	Buy	+487	New	+$16.1K	0.01%	397

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Gemmer Asset Management's SLF Position: Q2 2022 in Review

Gemmer Asset Management sold out of Sun Life Financial (SLF) in Q2 2022, closing a stake of 519 shares — an estimated $28K sold.

Gemmer Asset Management first reported a position in SLF in Q4 2015 and held it in 26 quarters. The position peaked at $29K in Q4 2021. 353 funds tracked by Wall St. Rank hold SLF as of Q2 2022.

Gemmer Asset Management reported no remaining Sun Life Financial position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 519 Sun Life Financial shares in Q2 2022, an estimated $28K.
Gemmer Asset Management first reported a position in Sun Life Financial in Q4 2015 and held it in 26 quarters.
Gemmer Asset Management's Sun Life Financial position peaked at $29K in Q4 2021.
353 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.