Lombard Odier Asset Management (Switzerland)’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
162,716
+1,115
| +0.7% | +$74.2K | 0.55% | 35 |
|
|
2025
Q1 | $19.1M | Buy |
161,601
+129,375
| +401% | +$15.3M | 1.1% | 16 |
|
|
2024
Q4 | $3.96M | Buy |
32,226
+20
| +0.1% | +$2.46K | 0.29% | 90 |
|
|
2024
Q3 | $3.49M | Buy |
32,206
+3,304
| +11% | +$358K | 0.29% | 98 |
|
|
2024
Q2 | $1.42M | Sell |
28,902
-1,405
| -5% | -$68.9K | 0.14% | 136 |
|
|
2024
Q1 | $1.64M | Buy |
30,307
+14,578
| +93% | +$787K | 0.12% | 178 |
|
|
2023
Q4 | $816K | Buy |
+15,729
| New | +$816K | 0.11% | 137 |
|
|
2023
Q2 | – | Sell |
-7,150
| Closed | -$609K | – | 343 |
|
|
2023
Q1 | $609K | Buy |
7,150
+669
| +10% | +$57K | 0.05% | 248 |
|
|
2022
Q4 | $407K | Buy |
+6,481
| New | +$407K | 0.03% | 282 |
|
|
2022
Q1 | – | Sell |
-3,526
| Closed | -$248K | – | 357 |
|
|
2021
Q4 | $248K | Buy |
+3,526
| New | +$248K | 0.02% | 339 |
|
|
2021
Q3 | – | Sell |
-3,796
| Closed | -$243K | – | 436 |
|
|
2021
Q2 | $243K | Buy |
3,796
+416
| +12% | +$26.6K | 0.01% | 462 |
|
|
2021
Q1 | $215K | Buy |
+3,380
| New | +$215K | 0.01% | 373 |
|
|
2018
Q2 | – | Sell |
-6,196
| Closed | -$328K | – | 362 |
|
|
2018
Q1 | $328K | Buy |
6,196
+2,159
| +53% | +$114K | 0.03% | 283 |
|
|
2017
Q4 | $209K | Hold |
4,037
| – | – | 0.02% | 328 |
|
|
2017
Q3 | $201K | Buy |
+4,037
| New | +$201K | 0.02% | 346 |
|
|
2015
Q3 | – | Sell |
-17,630
| Closed | -$588K | – | 386 |
|
|
2015
Q2 | $588K | Buy |
+17,630
| New | +$588K | 0.04% | 283 |
|
|
2014
Q4 | – | Sell |
-79,818
| Closed | -$2.93M | – | 648 |
|
|
2014
Q3 | $2.93M | Buy |
79,818
+66,451
| +497% | +$2.44M | 0.08% | 275 |
|
|
2014
Q2 | $491K | Buy |
+13,367
| New | +$491K | 0.05% | 227 |
|