Jeppson Wealth Management’s Sun Life Financial SLF Stock Holding History

Jeppson Wealth 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	-550	Closed	-$22K	–	387
2020 Q3	$22K	Buy	+550	New	+$22.2K	0.02%	325

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

Jeppson Wealth Management's SLF Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Sun Life Financial (SLF) in Q4 2020, closing a stake of 550 shares — an estimated $22K sold.

Jeppson Wealth Management first reported a position in SLF in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 347 funds tracked by Wall St. Rank hold SLF as of Q4 2020.

Jeppson Wealth Management reported no remaining Sun Life Financial position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 550 Sun Life Financial shares in Q4 2020, an estimated $22K.
Jeppson Wealth Management first reported a position in Sun Life Financial in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Sun Life Financial position peaked at $22K in Q3 2020.
347 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.