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Great Diamond Partners’s Sun Life Financial SLF Stock Holding History

Great Diamond Partners’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
2020
Q1 		– Sell
-1,478
Closed -$67K – 514
2019
Q4 		$67K Buy
+1,478
New +$66.5K 0.03% 264

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Canada Life
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Great Diamond Partners's SLF Position: Q1 2020 in Review

Great Diamond Partners sold out of Sun Life Financial (SLF) in Q1 2020, closing a stake of 1,478 shares — an estimated $67K sold.

Great Diamond Partners first reported a position in SLF in Q4 2019 and held it in 1 quarter. The position peaked at $67K in Q4 2019. 305 funds tracked by Wall St. Rank hold SLF as of Q1 2020.

  • Great Diamond Partners reported no remaining Sun Life Financial position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 1,478 Sun Life Financial shares in Q1 2020, an estimated $67K.
  • Great Diamond Partners first reported a position in Sun Life Financial in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's Sun Life Financial position peaked at $67K in Q4 2019.
  • 305 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.