Householder Group Estate & Retirement Specialist’s Sun Life Financial SLF Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q3	–	Sell	-190	Closed	-$9K	–	1309
2024 Q2	$9K	Buy	190 +1	+0.5%	+$51	﹤0.01%	837
2024 Q1	$10.3K	Buy	189 +2	+1%	+$106	﹤0.01%	807
2023 Q4	$9K	Buy	187 +2	+1%	+$98	﹤0.01%	797
2023 Q3	$9.05K	Buy	+185	New	+$9.27K	﹤0.01%	813
2023 Q1	$9K	Buy	+182	New	+$8.76K	﹤0.01%	841
2022 Q4	–	Sell	-178	Closed	-$7K	–	995
2022 Q3	$7K	Buy	+178	New	+$7.98K	﹤0.01%	818

Other funds holding SLF

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SLF Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Sun Life Financial (SLF) in Q3 2024, closing a stake of 190 shares — an estimated $9K sold.

Householder Group Estate & Retirement Specialist first reported a position in SLF in Q3 2022 and held it in 6 quarters. The position peaked at $10.3K in Q1 2024. 422 funds tracked by Wall St. Rank hold SLF as of Q3 2024.

Householder Group Estate & Retirement Specialist reported no remaining Sun Life Financial position as of Q3 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 190 Sun Life Financial shares in Q3 2024, an estimated $9K.
Householder Group Estate & Retirement Specialist first reported a position in Sun Life Financial in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Sun Life Financial position peaked at $10.3K in Q1 2024.
422 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.