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LBP AM’s Sun Life Financial SLF Stock Holding History

LBP AM’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
-80,441
Closed -$4.19M – 394
2023
Q4 		$4.19M Sell
80,441
-15,598
-16% -$768K 0.09% 186
2023
Q3 		$4.71M Sell
96,039
-17,443
-15% -$874K 0.1% 192
2023
Q2 		$5.92M Buy
113,482
+48,013
+73% +$2.36M 0.14% 145
2023
Q1 		$3.05M Sell
65,469
-5,978
-8% -$288K 0.08% 223
2022
Q4 		$3.31M Buy
+71,447
New +$3.16M 0.09% 216

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
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
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LBP AM's SLF Position: Q1 2024 in Review

LBP AM sold out of Sun Life Financial (SLF) in Q1 2024, closing a stake of 80,441 shares — an estimated $4.19M sold.

LBP AM first reported a position in SLF in Q4 2022 and held it in 5 quarters. The position peaked at $5.92M in Q2 2023. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2024.

  • LBP AM reported no remaining Sun Life Financial position as of Q1 2024 after selling out during the quarter.
  • LBP AM sold 80,441 Sun Life Financial shares in Q1 2024, an estimated $4.19M.
  • LBP AM first reported a position in Sun Life Financial in Q4 2022 and held it in 5 quarters.
  • LBP AM's Sun Life Financial position peaked at $5.92M in Q2 2023.
  • 421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2024.

Based on LBP AM's 13F filing for Q1 2024, filed 16 May 2024.