Hazelview Securities’s Sun Life Financial SLF Stock Holding History

Hazelview Securities’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 Q4	–	Sell	-10,115	Closed	-$452K	–	50
2019 Q3	$452K	Hold	10,115	–	–	0.08%	47
2019 Q2	$422K	Hold	10,115	–	–	0.09%	36
2019 Q1	$389K	Hold	10,115	–	–	0.1%	35
2018 Q4	$336K	Sell	10,115 -109,619	-92%	-$3.96M	0.1%	39
2018 Q3	$4.76M	Hold	119,734	–	–	1.14%	36
2018 Q2	$4.8M	Buy	119,734 +55,650	+87%	+$2.3M	1.06%	40
2018 Q1	$3.39M	Hold	64,084	–	–	1.74%	24
2017 Q4	$2.64M	Sell	64,084 -11,216	-15%	-$447K	0.77%	42
2017 Q3	$3M	Hold	75,300	–	–	0.9%	35
2017 Q2	$2.69M	Hold	75,300	–	–	0.84%	38
2017 Q1	$2.75M	Buy	+75,300	New	+$2.86M	1.05%	32

Other funds holding SLF

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

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

Hazelview Securities's SLF Position: Q4 2019 in Review

Hazelview Securities sold out of Sun Life Financial (SLF) in Q4 2019, closing a stake of 10,115 shares — an estimated $452K sold.

Hazelview Securities first reported a position in SLF in Q1 2017 and held it in 11 quarters. The position peaked at $4.8M in Q2 2018. 326 funds tracked by Wall St. Rank hold SLF as of Q4 2019.

Hazelview Securities reported no remaining Sun Life Financial position as of Q4 2019 after selling out during the quarter.
Hazelview Securities sold 10,115 Sun Life Financial shares in Q4 2019, an estimated $452K.
Hazelview Securities first reported a position in Sun Life Financial in Q1 2017 and held it in 11 quarters.
Hazelview Securities's Sun Life Financial position peaked at $4.8M in Q2 2018.
326 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2019.

Based on Hazelview Securities's 13F filing for Q4 2019, filed 14 Feb 2020.