Hennion & Walsh Asset Management’s Sun Life Financial SLF Stock Holding History

Hennion & Walsh Asset Management’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
2022 Q2	–	Sell	-4,151	Closed	-$232K	–	797
2022 Q1	$232K	Sell	4,151 -418	-9%	-$23K	0.01%	710
2021 Q4	$254K	Sell	4,569 -412	-8%	-$22.8K	0.01%	671
2021 Q3	$256K	Sell	4,981 -155	-3%	-$7.97K	0.01%	661
2021 Q2	$265K	Sell	5,136 -67	-1%	-$3.54K	0.01%	648
2021 Q1	$263K	Buy	+5,203	New	+$255K	0.02%	624

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Hennion & Walsh Asset Management's SLF Position: Q2 2022 in Review

Hennion & Walsh Asset Management sold out of Sun Life Financial (SLF) in Q2 2022, closing a stake of 4,151 shares — an estimated $232K sold.

Hennion & Walsh Asset Management first reported a position in SLF in Q1 2021 and held it in 5 quarters. The position peaked at $265K in Q2 2021. 353 funds tracked by Wall St. Rank hold SLF as of Q2 2022.

Hennion & Walsh Asset Management reported no remaining Sun Life Financial position as of Q2 2022 after selling out during the quarter.
Hennion & Walsh Asset Management sold 4,151 Sun Life Financial shares in Q2 2022, an estimated $232K.
Hennion & Walsh Asset Management first reported a position in Sun Life Financial in Q1 2021 and held it in 5 quarters.
Hennion & Walsh Asset Management's Sun Life Financial position peaked at $265K in Q2 2021.
353 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2022.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2022, filed 19 Jul 2022.