Marshall Wace North America’s Sun Life Financial SLF Stock Holding History

Marshall Wace North America’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 Q2	–	Sell	-319,098	Closed	-$16.1M	–	1744
2021 Q1	$16.1M	Buy	319,098 +164,764	+107%	+$8.07M	0.07%	296
2020 Q4	$6.86M	Buy	154,334 +94,434	+158%	+$4.09M	0.03%	463
2020 Q3	$2.43M	Sell	59,900 -14,400	-19%	-$582K	0.02%	535
2020 Q2	$2.72M	Sell	74,300 -20,284	-21%	-$697K	0.02%	503
2020 Q1	$3.02M	Buy	+94,584	New	+$4.05M	0.02%	403
2019 Q2	–	Sell	-37,900	Closed	-$1.46M	–	1564
2019 Q1	$1.46M	Buy	+37,900	New	+$1.39M	0.01%	596
2018 Q1	–	Sell	-9,200	Closed	-$381K	–	1680
2017 Q4	$381K	Buy	+9,200	New	+$367K	﹤0.01%	1195

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Marshall Wace North America's SLF Position: Q2 2021 in Review

Marshall Wace North America sold out of Sun Life Financial (SLF) in Q2 2021, closing a stake of 319,098 shares — an estimated $16.1M sold.

Marshall Wace North America first reported a position in SLF in Q4 2017 and held it in 7 quarters. The position peaked at $16.1M in Q1 2021. 325 funds tracked by Wall St. Rank hold SLF as of Q2 2021.

Marshall Wace North America reported no remaining Sun Life Financial position as of Q2 2021 after selling out during the quarter.
Marshall Wace North America sold 319,098 Sun Life Financial shares in Q2 2021, an estimated $16.1M.
Marshall Wace North America first reported a position in Sun Life Financial in Q4 2017 and held it in 7 quarters.
Marshall Wace North America's Sun Life Financial position peaked at $16.1M in Q1 2021.
325 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2021.

Based on Marshall Wace North America's 13F filing for Q2 2021, filed 13 Aug 2021.