International Assets Investment Management’s Sun Life Financial SLF Stock Holding History

International Assets Investment 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
2024 Q4	–	Sell	-286	Closed	-$16.6K	–	1741
2024 Q3	$16.6K	Buy	+286	New	+$14.9K	﹤0.01%	1431
2023 Q2	–	Sell	-795	Closed	-$37.1K	–	905
2023 Q1	$37.1K	Buy	+795	New	+$38.3K	0.01%	721
2021 Q2	–	Sell	-2,584	Closed	-$120K	–	1668
2021 Q1	$120K	Buy	2,584 +899	+53%	+$44K	0.01%	654
2020 Q4	$75K	Buy	+1,685	New	+$73K	0.01%	696

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

International Assets Investment Management's SLF Position: Q4 2024 in Review

International Assets Investment Management sold out of Sun Life Financial (SLF) in Q4 2024, closing a stake of 286 shares — an estimated $16.6K sold.

International Assets Investment Management first reported a position in SLF in Q4 2020 and held it in 4 quarters. The position peaked at $120K in Q1 2021. 442 funds tracked by Wall St. Rank hold SLF as of Q4 2024.

International Assets Investment Management reported no remaining Sun Life Financial position as of Q4 2024 after selling out during the quarter.
International Assets Investment Management sold 286 Sun Life Financial shares in Q4 2024, an estimated $16.6K.
International Assets Investment Management first reported a position in Sun Life Financial in Q4 2020 and held it in 4 quarters.
International Assets Investment Management's Sun Life Financial position peaked at $120K in Q1 2021.
442 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.