Kula Investments’s Sun Life Financial SLF Stock Holding History

Kula Investments’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 Q1	$221K	Buy	+4,722	New	+$227K	0.05%	541

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Kula Investments's SLF Position: Q1 2023 in Review

Kula Investments opened a new position in Sun Life Financial (SLF) in Q1 2023: 4,722 shares worth $221K. The stake represents 0.05% of the portfolio and ranks #541 among its holdings.

381 funds tracked by Wall St. Rank hold SLF as of Q1 2023.

Kula Investments held 4,722 shares of Sun Life Financial worth $221K as of Q1 2023.
Sun Life Financial was a new Kula Investments position in Q1 2023.
Sun Life Financial made up 0.05% of Kula Investments's portfolio in Q1 2023, its #541 holding.
381 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.