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Guggenheim Capital’s Sun Life Financial SLF Stock Holding History

Guggenheim Capital’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
2021
Q4 		– Sell
-14,400
Closed -$741K – 2211
2021
Q3 		$741K Buy
+14,400
New +$741K ﹤0.01% 1571
2018
Q2 		– Sell
-38,991
Closed -$1.6M – 2570
2018
Q1 		$1.6M Sell
38,991
-16,059
-29% -$677K ﹤0.01% 1801
2017
Q4 		$2.28M Buy
55,050
+25,882
+89% +$1.03M 0.01% 1577
2017
Q3 		$1.16M Sell
29,168
-6,933
-19% -$265K ﹤0.01% 2016
2017
Q2 		$1.29M Sell
36,101
-3,669
-9% -$127K ﹤0.01% 1921
2017
Q1 		$1.45M Sell
39,770
-11,043
-22% -$420K ﹤0.01% 1871
2016
Q4 		$1.95M Sell
50,813
-18,319
-26% -$664K 0.01% 1702
2016
Q3 		$2.25M Sell
69,132
-12,567
-15% -$404K 0.01% 1550
2016
Q2 		$2.68M Sell
81,699
-93,693
-53% -$3.14M 0.01% 1374
2016
Q1 		$5.67M Buy
175,392
+8,630
+5% +$253K 0.02% 923
2015
Q4 		$5.2M Buy
166,762
+38,106
+30% +$1.26M 0.02% 995
2015
Q3 		$4.15M Sell
128,656
-22,985
-15% -$745K 0.01% 1139
2015
Q2 		$5.07M Buy
151,641
+88,245
+139% +$2.91M 0.01% 1151
2015
Q1 		$1.95M Sell
63,396
-112,125
-64% -$3.58M ﹤0.01% 1798
2014
Q4 		$6.33M Sell
175,521
-36,687
-17% -$1.31M 0.02% 1025
2014
Q3 		$7.7M Sell
212,208
-28,990
-12% -$1.09M 0.02% 1005
2014
Q2 		$8.86M Sell
241,198
-248,017
-51% -$8.54M 0.02% 904
2014
Q1 		$16.9M Buy
489,215
+339,858
+228% +$11.7M 0.05% 688
2013
Q4 		$5.28M Buy
149,357
+20,366
+16% +$693K 0.02% 1067
2013
Q3 		$4.13M Sell
128,991
-13,796
-10% -$439K 0.01% 1192
2013
Q2 		$4.23M Buy
+142,787
New +$4.06M 0.02% 1133

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Guggenheim Capital's SLF Position: Q4 2021 in Review

Guggenheim Capital sold out of Sun Life Financial (SLF) in Q4 2021, closing a stake of 14,400 shares — an estimated $741K sold.

Guggenheim Capital first reported a position in SLF in Q2 2013 and held it in 21 quarters. The position peaked at $16.9M in Q1 2014. 353 funds tracked by Wall St. Rank hold SLF as of Q4 2021.

  • Guggenheim Capital reported no remaining Sun Life Financial position as of Q4 2021 after selling out during the quarter.
  • Guggenheim Capital sold 14,400 Sun Life Financial shares in Q4 2021, an estimated $741K.
  • Guggenheim Capital first reported a position in Sun Life Financial in Q2 2013 and held it in 21 quarters.
  • Guggenheim Capital's Sun Life Financial position peaked at $16.9M in Q1 2014.
  • 353 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2021.

Based on Guggenheim Capital's 13F filing for Q4 2021, filed 14 Feb 2022.