Jacobi Capital Management’s Sun Life Financial SLF Stock Holding History

Jacobi Capital 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
2020 Q4	–	Sell	-465	Closed	-$19K	–	1363
2020 Q3	$19K	Buy	465 +4	+0.9%	+$162	﹤0.01%	687
2020 Q2	$17K	Buy	461 +4	+0.9%	+$137	﹤0.01%	679
2020 Q1	$15K	Buy	457 +5	+1%	+$214	﹤0.01%	636
2019 Q4	$21K	Buy	452 +4	+0.9%	+$180	﹤0.01%	619
2019 Q3	$20K	Buy	448 +3	+0.7%	+$125	﹤0.01%	610
2019 Q2	$18K	Buy	445 +4	+0.9%	+$161	﹤0.01%	639
2019 Q1	$17K	Buy	441 +3	+0.7%	+$110	﹤0.01%	620
2018 Q4	$15K	Buy	438 +4	+0.9%	+$145	﹤0.01%	596
2018 Q3	$17K	Buy	434 +4	+0.9%	+$160	﹤0.01%	612
2018 Q2	$17K	Buy	+430	New	+$17.8K	﹤0.01%	618

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BGC

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Jacobi Capital Management's SLF Position: Q4 2020 in Review

Jacobi Capital Management sold out of Sun Life Financial (SLF) in Q4 2020, closing a stake of 465 shares — an estimated $19K sold.

Jacobi Capital Management first reported a position in SLF in Q2 2018 and held it in 10 quarters. The position peaked at $21K in Q4 2019. 347 funds tracked by Wall St. Rank hold SLF as of Q4 2020.

Jacobi Capital Management reported no remaining Sun Life Financial position as of Q4 2020 after selling out during the quarter.
Jacobi Capital Management sold 465 Sun Life Financial shares in Q4 2020, an estimated $19K.
Jacobi Capital Management first reported a position in Sun Life Financial in Q2 2018 and held it in 10 quarters.
Jacobi Capital Management's Sun Life Financial position peaked at $21K in Q4 2019.
347 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2020.

Based on Jacobi Capital Management's 13F filing for Q4 2020, filed 8 Feb 2021.