Greystone Managed Investments’s Sun Life Financial SLF Stock Holding History

Greystone Managed 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
2019 Q3	$27.8M	Sell	620,470 -62,047	-9%	-$2.59M	1.68%	21
2019 Q2	$28.3M	Sell	682,517 -13,335	-2%	-$536K	1.62%	24
2019 Q1	$26.7M	Sell	695,852 -150,459	-18%	-$5.52M	1.58%	20
2018 Q4	$28.1M	Sell	846,311 -59,575	-7%	-$2.15M	1.78%	18
2018 Q3	$36M	Sell	905,886 -351,917	-28%	-$14.1M	1.95%	15
2018 Q2	$50.5M	Sell	1,257,803 -248,266	-16%	-$10.3M	2.2%	15
2018 Q1	$61.8M	Sell	1,506,069 -65,404	-4%	-$2.76M	2.64%	13
2017 Q4	$65.1M	Sell	1,571,473 -12,972	-0.8%	-$517K	2.7%	14
2017 Q3	$63M	Buy	1,584,445 +100,241	+7%	+$3.83M	2.76%	13
2017 Q2	$53M	Buy	1,484,204 +43,360	+3%	+$1.5M	2.45%	14
2017 Q1	$52.5M	Buy	1,440,844 +1,223,285	+562%	+$46.5M	2.43%	15
2016 Q4	$8.36M	Buy	+217,559	New	+$7.88M	0.37%	57

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BGC

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

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

Norges Bank Oslo, Norway $935B AUM

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Greystone Managed Investments's SLF Position: Q3 2019 in Review

Greystone Managed Investments reduced its Sun Life Financial (SLF) stake by 9.1% in Q3 2019, selling an estimated $2.59M and leaving 620,470 shares worth $27.8M. The position accounts for 1.68% of the portfolio, ranked #21.

Greystone Managed Investments first reported a position in SLF in Q4 2016 and has held it in 12 quarters since. The position peaked at $65.1M in Q4 2017. 306 funds tracked by Wall St. Rank hold SLF as of Q3 2019.

Greystone Managed Investments held 620,470 shares of Sun Life Financial worth $27.8M as of Q3 2019.
Greystone Managed Investments sold 62,047 Sun Life Financial shares in Q3 2019, an estimated $2.59M.
Sun Life Financial made up 1.68% of Greystone Managed Investments's portfolio in Q3 2019, its #21 holding.
Greystone Managed Investments first reported a position in Sun Life Financial in Q4 2016 and has held it in 12 quarters since.
Greystone Managed Investments's Sun Life Financial position peaked at $65.1M in Q4 2017.
306 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2019.

Based on Greystone Managed Investments's 13F filing for Q3 2019, filed 5 Nov 2019.