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Greenleaf Trust’s Sun Life Financial SLF Stock Holding History

Greenleaf Trust’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
-6,341
Closed -$289K – 582
2019
Q4 		$289K Hold
6,341
– – ﹤0.01% 419
2019
Q3 		$284K Hold
6,341
– – ﹤0.01% 425
2019
Q2 		$262K Hold
6,341
– – ﹤0.01% 439
2019
Q1 		$244K Sell
6,341
-449
-7% -$16.5K ﹤0.01% 442
2018
Q4 		$225K Buy
+6,790
New +$245K ﹤0.01% 423

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Greenleaf Trust's SLF Position: Q1 2020 in Review

Greenleaf Trust sold out of Sun Life Financial (SLF) in Q1 2020, closing a stake of 6,341 shares — an estimated $289K sold.

Greenleaf Trust first reported a position in SLF in Q4 2018 and held it in 5 quarters. The position peaked at $289K in Q4 2019. 305 funds tracked by Wall St. Rank hold SLF as of Q1 2020.

  • Greenleaf Trust reported no remaining Sun Life Financial position as of Q1 2020 after selling out during the quarter.
  • Greenleaf Trust sold 6,341 Sun Life Financial shares in Q1 2020, an estimated $289K.
  • Greenleaf Trust first reported a position in Sun Life Financial in Q4 2018 and held it in 5 quarters.
  • Greenleaf Trust's Sun Life Financial position peaked at $289K in Q4 2019.
  • 305 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2020.

Based on Greenleaf Trust's 13F filing for Q1 2020, filed 29 Apr 2020.