Lee Financial’s Sun Life Financial SLF Stock Holding History

Lee 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
2025 Q1	–	Sell	-3,599	Closed	-$214K	–	176
2024 Q4	$214K	Sell	3,599 -167	-4%	-$9.85K	0.03%	168
2024 Q3	$218K	Buy	+3,766	New	+$197K	0.03%	167
2023 Q4	–	Sell	-5,241	Closed	-$256K	–	919
2023 Q3	$256K	Sell	5,241 -500	-9%	-$25.1K	0.05%	115
2023 Q2	$299K	Sell	5,741 -900	-14%	-$44.2K	0.05%	111
2023 Q1	$310K	Buy	+6,641	New	+$320K	0.05%	108

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 $123B AUM 34.51% 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

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lee Financial's SLF Position: Q1 2025 in Review

Lee Financial sold out of Sun Life Financial (SLF) in Q1 2025, closing a stake of 3,599 shares — an estimated $214K sold.

Lee Financial first reported a position in SLF in Q1 2023 and held it in 5 quarters. The position peaked at $310K in Q1 2023. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

Lee Financial reported no remaining Sun Life Financial position as of Q1 2025 after selling out during the quarter.
Lee Financial sold 3,599 Sun Life Financial shares in Q1 2025, an estimated $214K.
Lee Financial first reported a position in Sun Life Financial in Q1 2023 and held it in 5 quarters.
Lee Financial's Sun Life Financial position peaked at $310K in Q1 2023.
421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Lee Financial's 13F filing for Q1 2025, filed 13 May 2025.