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Lingohr Asset Management’s Sun Life Financial SLF Stock Holding History

Lingohr Asset 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
2021
Q1 		– Sell
-7,200
Closed -$319K – 112
2020
Q4 		$319K Hold
7,200
– – 0.92% 78
2020
Q3 		$293K Buy
+7,200
New +$291K 1.04% 46
2017
Q1 		– Sell
-55,100
Closed -$2.11M – 120
2016
Q4 		$2.11M Sell
55,100
-56,200
-50% -$2.04M 1.29% 12
2016
Q3 		$3.62M Buy
111,300
+55,100
+98% +$1.77M 3.27% 6
2016
Q2 		$1.84M Buy
+56,200
New +$1.88M 1.86% 9
2015
Q4 		– Sell
-24,900
Closed -$801K – 100
2015
Q3 		$801K Sell
24,900
-4,200
-14% -$136K 0.38% 61
2015
Q2 		$969K Buy
29,100
+3,200
+12% +$105K 0.56% 55
2015
Q1 		$799K Sell
25,900
-500
-2% -$16K 0.46% 71
2014
Q4 		$969K Sell
26,400
-26,400
-50% -$944K 0.24% 89
2014
Q3 		$1.91M Buy
52,800
+26,400
+100% +$992K 0.28% 87
2014
Q2 		$969K Buy
26,400
+2,700
+11% +$93K 0.24% 89
2014
Q1 		$822K Sell
23,700
-600
-2% -$20.7K 0.17% 95
2013
Q4 		$858K Sell
24,300
-14,400
-37% -$490K 0.17% 90
2013
Q3 		$1.24M Buy
38,700
+1,100
+3% +$35K 0.21% 98
2013
Q2 		$1.11M Buy
+37,600
New +$1.07M 0.21% 126

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
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

Lingohr Asset Management's SLF Position: Q1 2021 in Review

Lingohr Asset Management sold out of Sun Life Financial (SLF) in Q1 2021, closing a stake of 7,200 shares — an estimated $319K sold.

Lingohr Asset Management first reported a position in SLF in Q2 2013 and held it in 15 quarters. The position peaked at $3.62M in Q3 2016. 347 funds tracked by Wall St. Rank hold SLF as of Q1 2021.

  • Lingohr Asset Management reported no remaining Sun Life Financial position as of Q1 2021 after selling out during the quarter.
  • Lingohr Asset Management sold 7,200 Sun Life Financial shares in Q1 2021, an estimated $319K.
  • Lingohr Asset Management first reported a position in Sun Life Financial in Q2 2013 and held it in 15 quarters.
  • Lingohr Asset Management's Sun Life Financial position peaked at $3.62M in Q3 2016.
  • 347 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2021.

Based on Lingohr Asset Management's 13F filing for Q1 2021, filed 11 May 2021.