Gradient Investments’s Sun Life Financial SLF Stock Holding History

Gradient Investments’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 Q1	–	Sell	-27	Closed	-$1.4K	–	1747
2023 Q4	$1.4K	Hold	27	–	–	﹤0.01%	1332
2023 Q3	$1.32K	Hold	27	–	–	﹤0.01%	1292
2023 Q2	$1.41K	Buy	+27	New	+$1.33K	﹤0.01%	1262
2018 Q4	–	Sell	-272	Closed	-$11K	–	1070
2018 Q3	$11K	Buy	272 +2	+0.7%	+$80	﹤0.01%	619
2018 Q2	$11K	Buy	270 +2	+0.7%	+$83	﹤0.01%	599
2018 Q1	$11K	Buy	268 +2	+0.8%	+$84	﹤0.01%	613
2017 Q4	$11K	Buy	+266	New	+$10.6K	﹤0.01%	586
2014 Q3	–	Sell	-200	Closed	-$7K	–	533
2014 Q2	$7K	Hold	200	–	–	﹤0.01%	387
2014 Q1	$7K	Buy	+200	New	+$6.88K	﹤0.01%	374

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

BGC

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Gradient Investments's SLF Position: Q1 2024 in Review

Gradient Investments sold out of Sun Life Financial (SLF) in Q1 2024, closing a stake of 27 shares — an estimated $1.4K sold.

Gradient Investments first reported a position in SLF in Q1 2014 and held it in 9 quarters. The position peaked at $11K in Q3 2018. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2024.

Gradient Investments reported no remaining Sun Life Financial position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 27 Sun Life Financial shares in Q1 2024, an estimated $1.4K.
Gradient Investments first reported a position in Sun Life Financial in Q1 2014 and held it in 9 quarters.
Gradient Investments's Sun Life Financial position peaked at $11K in Q3 2018.
421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.