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Lombard Odier Asset Management (Europe)’s Sun Life Financial SLF Stock Holding History

Lombard Odier Asset Management (Europe)’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
-147,056
Closed -$18.1M – 198
2024
Q4 		$18.1M Buy
147,056
+1,500
+1% +$88.5K 1.16% 15
2024
Q3 		$15.8M Buy
145,556
+36,746
+34% +$1.92M 0.67% 40
2024
Q2 		$5.34M Buy
108,810
+13,178
+14% +$669K 0.25% 114
2024
Q1 		$5.16M Buy
95,632
+46,864
+96% +$2.48M 0.31% 98
2023
Q4 		$2.53M Buy
+48,768
New +$2.4M 0.15% 147
2022
Q3 		– Sell
-22,526
Closed -$1.02M – 292
2022
Q2 		$1.02M Buy
22,526
+7,101
+46% +$354K 0.05% 211
2022
Q1 		$861K Buy
+15,425
New +$850K 0.03% 168
2020
Q4 		– Sell
-5,601
Closed -$304K – 361
2020
Q3 		$304K Buy
+5,601
New +$226K 0.02% 247
2020
Q2 		– Sell
-5,601
Closed -$254K – 264
2020
Q1 		$254K Hold
5,601
– – 0.02% 235
2019
Q4 		$332K Hold
5,601
– – 0.02% 271
2019
Q3 		$251K Hold
5,601
– – 0.02% 321
2019
Q2 		$304K Hold
5,601
– – 0.03% 285
2019
Q1 		$215K Hold
5,601
– – 0.02% 343
2018
Q4 		$254K Hold
5,601
– – 0.02% 275
2018
Q3 		$223K Hold
5,601
– – 0.02% 354
2018
Q2 		$225K Hold
5,601
– – 0.02% 335
2018
Q1 		$296K Sell
5,601
-639
-10% -$26.9K 0.02% 274
2017
Q4 		$324K Sell
6,240
-593
-9% -$23.6K 0.02% 279
2017
Q3 		$340K Hold
6,833
– – 0.02% 293
2017
Q2 		$317K Hold
6,833
– – 0.02% 295
2017
Q1 		$249K Buy
+6,833
New +$260K 0.01% 322
2016
Q4 		– Sell
-6,833
Closed -$292K – 380
2016
Q3 		$292K Hold
6,833
– – 0.1% 270
2016
Q2 		$224K Buy
+6,833
New +$229K 0.01% 357

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC Asset Management
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
Norges Bank Oslo, Norway $935B AUM

Lombard Odier Asset Management (Europe)'s SLF Position: Q1 2025 in Review

Lombard Odier Asset Management (Europe) sold out of Sun Life Financial (SLF) in Q1 2025, closing a stake of 147,056 shares — an estimated $18.1M sold.

Lombard Odier Asset Management (Europe) first reported a position in SLF in Q2 2016 and held it in 23 quarters. The position peaked at $18.1M in Q4 2024. 422 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

  • Lombard Odier Asset Management (Europe) reported no remaining Sun Life Financial position as of Q1 2025 after selling out during the quarter.
  • Lombard Odier Asset Management (Europe) sold 147,056 Sun Life Financial shares in Q1 2025, an estimated $18.1M.
  • Lombard Odier Asset Management (Europe) first reported a position in Sun Life Financial in Q2 2016 and held it in 23 quarters.
  • Lombard Odier Asset Management (Europe)'s Sun Life Financial position peaked at $18.1M in Q4 2024.
  • 422 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q1 2025, filed 15 May 2025.