HI
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Horizon Investments’s Sun Life Financial SLF Stock Holding History

Horizon 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
2021
Q3 		– Sell
-39,188
Closed -$2.02M – 512
2021
Q2 		$2.02M Hold
39,188
– – 0.06% 144
2021
Q1 		$1.98M Hold
39,188
– – 0.07% 122
2020
Q4 		$1.74M Buy
+39,188
New +$1.7M 1.98% 13

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Horizon Investments's SLF Position: Q3 2021 in Review

Horizon Investments sold out of Sun Life Financial (SLF) in Q3 2021, closing a stake of 39,188 shares — an estimated $2.02M sold.

Horizon Investments first reported a position in SLF in Q4 2020 and held it in 3 quarters. The position peaked at $2.02M in Q2 2021. 326 funds tracked by Wall St. Rank hold SLF as of Q3 2021.

  • Horizon Investments reported no remaining Sun Life Financial position as of Q3 2021 after selling out during the quarter.
  • Horizon Investments sold 39,188 Sun Life Financial shares in Q3 2021, an estimated $2.02M.
  • Horizon Investments first reported a position in Sun Life Financial in Q4 2020 and held it in 3 quarters.
  • Horizon Investments's Sun Life Financial position peaked at $2.02M in Q2 2021.
  • 326 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2021.

Based on Horizon Investments's 13F filing for Q3 2021, filed 15 Nov 2021.