Hillsdale Investment Management’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.14M | Buy |
50,152
+46,675
| +1,342% | +$2.98M | 0.09% | 274 |
|
|
2025
Q4 | $217K | Buy |
3,477
+145
| +4% | +$8.76K | 0.01% | 493 |
|
|
2025
Q3 | $200K | Sell |
3,332
-417,806
| -99% | -$25.1M | 0.01% | 484 |
|
|
2025
Q2 | $28M | Buy |
421,138
+353,839
| +526% | +$21.7M | 1.04% | 22 |
|
|
2025
Q1 | $3.85M | Sell |
67,299
-54,245
| -45% | -$3.09M | 0.2% | 124 |
|
|
2024
Q4 | $7.21M | Buy |
121,544
+116,615
| +2,366% | +$6.88M | 0.36% | 43 |
|
|
2024
Q3 | $286K | Sell |
4,929
-6,155
| -56% | -$322K | 0.02% | 369 |
|
|
2024
Q2 | $544K | Sell |
11,084
-190,580
| -95% | -$9.67M | 0.04% | 319 |
|
|
2024
Q1 | $11M | Sell |
201,664
-207,786
| -51% | -$11M | 0.87% | 15 |
|
|
2023
Q4 | $21.2M | Buy |
409,450
+67,275
| +20% | +$3.31M | 1.73% | 9 |
|
|
2023
Q3 | $16.7M | Sell |
342,175
-29,520
| -8% | -$1.48M | 1.53% | 8 |
|
|
2023
Q2 | $19.4M | Sell |
371,695
-56,055
| -13% | -$2.75M | 1.78% | 6 |
|
|
2023
Q1 | $20M | Buy |
427,750
+181,850
| +74% | +$8.75M | 1.71% | 4 |
|
|
2022
Q4 | $11.4M | Buy |
245,900
+9,300
| +4% | +$412K | 0.96% | 15 |
|
|
2022
Q3 | $9.39M | Buy |
236,600
+106,830
| +82% | +$4.79M | 0.85% | 16 |
|
|
2022
Q2 | $5.95M | Sell |
129,770
-9,210
| -7% | -$459K | 0.48% | 46 |
|
|
2022
Q1 | $7.75M | Sell |
138,980
-66,280
| -32% | -$3.65M | 0.5% | 39 |
|
|
2021
Q4 | $11.4M | Sell |
205,260
-70,690
| -26% | -$3.91M | 0.77% | 24 |
|
|
2021
Q3 | $14.2M | Buy |
275,950
+3,590
| +1% | +$185K | 1.1% | 16 |
|
|
2021
Q2 | $14M | Sell |
272,360
-261,307
| -49% | -$13.8M | 1.12% | 13 |
|
|
2021
Q1 | $27M | Sell |
533,667
-81,590
| -13% | -$4M | 2.26% | 2 |
|
|
2020
Q4 | $27.3M | Buy |
615,257
+50,830
| +9% | +$2.2M | 2.6% | 2 |
|
|
2020
Q3 | $23M | Sell |
564,427
-54,050
| -9% | -$2.19M | 2.26% | 3 |
|
|
2020
Q2 | $22.7M | Buy |
618,477
+149,947
| +32% | +$5.15M | 2.07% | 6 |
|
|
2020
Q1 | $15.1M | Sell |
468,530
-4,480
| -0.9% | -$192K | 1.81% | 6 |
|
|
2019
Q4 | $21.5M | Sell |
473,010
-16,800
| -3% | -$756K | 1.87% | 7 |
|
|
2019
Q3 | $21.9M | Sell |
489,810
-980
| -0.2% | -$40.9K | 1.92% | 5 |
|
|
2019
Q2 | $20.3M | Sell |
490,790
-225,180
| -31% | -$9.05M | 2.01% | 4 |
|
|
2019
Q1 | $27.6M | Buy |
715,970
+151,860
| +27% | +$5.57M | 2.5% | 4 |
|
|
2018
Q4 | $18.7M | Buy |
564,110
+61,350
| +12% | +$2.22M | 2.22% | 5 |
|
|
2018
Q3 | $20M | Sell |
502,760
-46,470
| -8% | -$1.86M | 2.62% | 5 |
|
|
2018
Q2 | $22.1M | Buy |
549,230
+92,620
| +20% | +$3.83M | 2.71% | 5 |
|
|
2018
Q1 | $18.7M | Buy |
456,610
+102,750
| +29% | +$4.33M | 2.61% | 6 |
|
|
2017
Q4 | $14.6M | Sell |
353,860
-8,940
| -2% | -$356K | 2.35% | 8 |
|
|
2017
Q3 | $14.5M | Buy |
362,800
+210,300
| +138% | +$8.03M | 2.44% | 7 |
|
|
2017
Q2 | $5.45M | Buy |
152,500
+1,050
| +0.7% | +$36.2K | 1.07% | 21 |
|
|
2017
Q1 | $5.52M | Sell |
151,450
-243,700
| -62% | -$9.26M | 1.1% | 23 |
|
|
2016
Q4 | $15.2M | Buy |
395,150
+265,300
| +204% | +$9.61M | 3.15% | 5 |
|
|
2016
Q3 | $4.22M | Sell |
129,850
-11,780
| -8% | -$379K | 1.12% | 25 |
|
|
2016
Q2 | $4.65M | Buy |
141,630
+21,300
| +18% | +$714K | 1.36% | 21 |
|
|
2016
Q1 | $3.88M | Sell |
120,330
-247,490
| -67% | -$7.26M | 1.32% | 22 |
|
|
2015
Q4 | $11.4M | Sell |
367,820
-52,100
| -12% | -$1.72M | 4.34% | 3 |
|
|
2015
Q3 | $13.6M | Buy |
419,920
+14,520
| +4% | +$471K | 4.58% | 2 |
|
|
2015
Q2 | $13.5M | Buy |
405,400
+327,280
| +419% | +$10.8M | 4.1% | 2 |
|
|
2015
Q1 | $2.4M | Sell |
78,120
-230,886
| -75% | -$7.37M | 0.62% | 38 |
|
|
2014
Q4 | $11.1M | Buy |
309,006
+275,890
| +833% | +$9.87M | 2.87% | 5 |
|
|
2014
Q3 | $1.2M | Sell |
33,116
-10,400
| -24% | -$391K | 0.38% | 38 |
|
|
2014
Q2 | $1.6M | Sell |
43,516
-1,650
| -4% | -$56.8K | 0.36% | 45 |
|
|
2014
Q1 | $1.56M | Sell |
45,166
-254,955
| -85% | -$8.78M | 0.44% | 39 |
|
|
2013
Q4 | $10.6M | Sell |
300,121
-32,620
| -10% | -$1.11M | 3.1% | 7 |
|
|
2013
Q3 | $10.6M | Buy |
332,741
+81,650
| +33% | +$2.6M | 3.16% | 6 |
|
|
2013
Q2 | $7.44M | Buy |
+251,091
| New | +$7.14M | 2.44% | 11 |
|
Other funds holding SLF
VCM
Hillsdale Investment Management's SLF Position: Q1 2026 in Review
Hillsdale Investment Management increased its Sun Life Financial (SLF) stake by 1,342% in Q1 2026, buying an estimated $2.98M and bringing the position to 50,152 shares worth $3.14M. The position accounts for 0.09% of the portfolio, ranked #274.
Hillsdale Investment Management first reported a position in SLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $28M in Q2 2025. 450 funds tracked by Wall St. Rank hold SLF as of Q1 2026.
- Hillsdale Investment Management held 50,152 shares of Sun Life Financial worth $3.14M as of Q1 2026.
- Hillsdale Investment Management bought 46,675 Sun Life Financial shares in Q1 2026, an estimated $2.98M.
- Sun Life Financial made up 0.09% of Hillsdale Investment Management's portfolio in Q1 2026, its #274 holding.
- Hillsdale Investment Management first reported a position in Sun Life Financial in Q2 2013 and has held it in 52 quarters since.
- Hillsdale Investment Management's Sun Life Financial position peaked at $28M in Q2 2025.
- 450 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.
Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.