Kayne Anderson Rudnick Investment Management’s Sun Life Financial SLF Stock Holding History

Kayne Anderson Rudnick 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 Q1	–	Sell	-6	Closed	-$311	–	992
2023 Q4	$311	Hold	6	–	–	﹤0.01%	914
2023 Q3	$293	Hold	6	–	–	﹤0.01%	824
2023 Q2	$313	Hold	6	–	–	﹤0.01%	819
2023 Q1	$280	Buy	+6	New	+$289	﹤0.01%	705

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 $115B AUM 41.58% 1-Year Est. Return

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

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

Kayne Anderson Rudnick Investment Management's SLF Position: Q1 2024 in Review

Kayne Anderson Rudnick Investment Management sold out of Sun Life Financial (SLF) in Q1 2024, closing a stake of 6 shares — an estimated $311 sold.

Kayne Anderson Rudnick Investment Management first reported a position in SLF in Q1 2023 and held it in 4 quarters. The position peaked at $313 in Q2 2023. 422 funds tracked by Wall St. Rank hold SLF as of Q1 2024.

Kayne Anderson Rudnick Investment Management reported no remaining Sun Life Financial position as of Q1 2024 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 6 Sun Life Financial shares in Q1 2024, an estimated $311.
Kayne Anderson Rudnick Investment Management first reported a position in Sun Life Financial in Q1 2023 and held it in 4 quarters.
Kayne Anderson Rudnick Investment Management's Sun Life Financial position peaked at $313 in Q2 2023.
422 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2024.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2024, filed 14 May 2024.