GHP Investment Advisors’s Sun Life Financial SLF Stock Holding History

GHP Investment Advisors’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	-119	Closed	-$5.83K	–	1068
2024 Q2	$5.83K	Hold	119	–	–	﹤0.01%	764
2024 Q1	$6.5K	Hold	119	–	–	﹤0.01%	692
2023 Q4	$6.17K	Hold	119	–	–	﹤0.01%	696
2023 Q3	$5.81K	Hold	119	–	–	﹤0.01%	773
2023 Q2	$6K	Hold	119	–	–	﹤0.01%	758
2023 Q1	$5.56K	Hold	119	–	–	﹤0.01%	764
2022 Q4	$5.52K	Hold	119	–	–	﹤0.01%	770
2022 Q3	$5K	Hold	119	–	–	﹤0.01%	786
2022 Q2	$5K	Hold	119	–	–	﹤0.01%	806
2022 Q1	$7K	Buy	+119	New	+$6.55K	﹤0.01%	791

Other funds holding SLF

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

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

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

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

FDCDDQ

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

GHP Investment Advisors's SLF Position: Q3 2024 in Review

GHP Investment Advisors sold out of Sun Life Financial (SLF) in Q3 2024, closing a stake of 119 shares — an estimated $5.83K sold.

GHP Investment Advisors first reported a position in SLF in Q1 2022 and held it in 10 quarters. The position peaked at $7K in Q1 2022. 421 funds tracked by Wall St. Rank hold SLF as of Q3 2024.

GHP Investment Advisors reported no remaining Sun Life Financial position as of Q3 2024 after selling out during the quarter.
GHP Investment Advisors sold 119 Sun Life Financial shares in Q3 2024, an estimated $5.83K.
GHP Investment Advisors first reported a position in Sun Life Financial in Q1 2022 and held it in 10 quarters.
GHP Investment Advisors's Sun Life Financial position peaked at $7K in Q1 2022.
421 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2024.

Based on GHP Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.