LGT Group Foundation’s Sun Life Financial SLF Stock Holding History

LGT Group Foundation’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
2026 Q1	$532K	Hold	8,493	–	–	0.01%	222
2025 Q4	$531K	Hold	8,493	–	–	0.01%	225
2025 Q3	$512K	Hold	8,493	–	–	0.01%	228
2025 Q2	$565K	Hold	8,493	–	–	0.01%	226
2025 Q1	$486K	Sell	8,493 -2,540	-23%	-$145K	0.01%	228
2024 Q4	$654K	Hold	11,033	–	–	0.01%	206
2024 Q3	$637K	Sell	11,033 -4,889	-31%	-$256K	0.01%	223
2024 Q2	$781K	Sell	15,922 -260,964	-94%	-$13.2M	0.01%	210
2024 Q1	$15.1M	Sell	276,886 -50,150	-15%	-$2.65M	0.36%	61
2023 Q4	$16.8M	Sell	327,036 -28,264	-8%	-$1.39M	0.37%	63
2023 Q3	$17.1M	Sell	355,300 -526	-0.1%	-$26.4K	0.42%	60
2023 Q2	$18.5M	Buy	355,826 +1,418	+0.4%	+$69.7K	0.45%	58
2023 Q1	$16.6M	Buy	354,408 +9,658	+3%	+$465K	0.48%	51
2022 Q4	$16M	Buy	344,750 +16,526	+5%	+$731K	0.5%	51
2022 Q3	$13M	Sell	328,224 -3,168	-1%	-$142K	0.51%	51
2022 Q2	$15.2M	Buy	331,392 +9,841	+3%	+$490K	0.46%	56
2022 Q1	$18M	Buy	321,551 +34,304	+12%	+$1.89M	0.42%	56
2021 Q4	$16M	Buy	+287,247	New	+$15.9M	0.41%	58

Other funds holding SLF

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return