Johnson Midwest Financial’s Sun Life Financial SLF Stock Holding History

Johnson Midwest Financial’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
2023 Q3	$74.1K	Buy	1,518 +6	+0.4%	+$301	0.17%	70
2023 Q2	$78.8K	Buy	1,512 +5	+0.3%	+$246	0.07%	67
2023 Q1	$70.4K	Buy	1,507 +6	+0.4%	+$289	0.1%	74
2022 Q4	$70K	Hold	1,501	–	–	0.26%	70
2022 Q3	$60	Buy	1,501 +11	+0.7%	+$493	0.23%	73
2022 Q2	$68K	Buy	1,490 +4	+0.3%	+$199	0.09%	71
2022 Q1	$83K	Buy	1,486 +4	+0.3%	+$220	0.12%	62
2021 Q4	$83K	Hold	1,482	–	–	0.06%	67
2021 Q3	$76K	Buy	1,482 +4	+0.3%	+$206	0.06%	74
2021 Q2	$76K	Buy	1,478 +8	+0.5%	+$423	0.07%	68
2021 Q1	$74K	Hold	1,470	–	–	0.08%	64
2020 Q4	$65K	Buy	+1,470	New	+$63.7K	0.06%	75

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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

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

Johnson Midwest Financial's SLF Position: Q3 2023 in Review

Johnson Midwest Financial increased its Sun Life Financial (SLF) stake by 0.4% in Q3 2023, buying an estimated $301 and bringing the position to 1,518 shares worth $74.1K. The position accounts for 0.17% of the portfolio, ranked #70.

Johnson Midwest Financial first reported a position in SLF in Q4 2020 and has held it in 12 quarters since. The position peaked at $83K in Q1 2022. 379 funds tracked by Wall St. Rank hold SLF as of Q3 2023.

Johnson Midwest Financial held 1,518 shares of Sun Life Financial worth $74.1K as of Q3 2023.
Johnson Midwest Financial bought 6 Sun Life Financial shares in Q3 2023, an estimated $301.
Sun Life Financial made up 0.17% of Johnson Midwest Financial's portfolio in Q3 2023, its #70 holding.
Johnson Midwest Financial first reported a position in Sun Life Financial in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Sun Life Financial position peaked at $83K in Q1 2022.
379 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.