Marshall Wace’s Sun Life Financial SLF Stock Holding History

Marshall Wace’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
2024 Q1	–	Sell	-40,300	Closed	-$2.09M	–	2777
2023 Q4	$2.09M	Buy	40,300 +22,800	+130%	+$1.12M	﹤0.01%	1200
2023 Q3	$854K	Buy	17,500 +8,900	+103%	+$446K	﹤0.01%	1556
2023 Q2	$448K	Buy	+8,600	New	+$423K	﹤0.01%	2023
2022 Q4	–	Sell	-21,043	Closed	-$837K	–	3380
2022 Q3	$837K	Buy	21,043 +11,643	+124%	+$522K	﹤0.01%	2486
2022 Q2	$430K	Buy	+9,400	New	+$468K	﹤0.01%	2865
2022 Q1	–	Sell	-10,600	Closed	-$591K	–	3960
2021 Q4	$591K	Buy	+10,600	New	+$586K	﹤0.01%	2721
2021 Q2	–	Sell	-120,531	Closed	-$6.09M	–	3052
2021 Q1	$6.09M	Sell	120,531 -32,909	-21%	-$1.61M	0.03%	715
2020 Q4	$6.82M	Buy	+153,440	New	+$6.65M	0.04%	467
2020 Q2	–	Sell	-87,669	Closed	-$2.79M	–	1905
2020 Q1	$2.79M	Buy	+87,669	New	+$3.76M	0.03%	523
2015 Q4	–	Sell	-7,015	Closed	-$226K	–	1105
2015 Q3	$226K	Buy	+7,015	New	+$227K	﹤0.01%	847

Other funds holding SLF

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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's SLF Position: Q1 2024 in Review

Marshall Wace sold out of Sun Life Financial (SLF) in Q1 2024, closing a stake of 40,300 shares — an estimated $2.09M sold.

Marshall Wace first reported a position in SLF in Q3 2015 and held it in 10 quarters. The position peaked at $6.82M in Q4 2020. 422 funds tracked by Wall St. Rank hold SLF as of Q1 2024.

Marshall Wace reported no remaining Sun Life Financial position as of Q1 2024 after selling out during the quarter.
Marshall Wace sold 40,300 Sun Life Financial shares in Q1 2024, an estimated $2.09M.
Marshall Wace first reported a position in Sun Life Financial in Q3 2015 and held it in 10 quarters.
Marshall Wace's Sun Life Financial position peaked at $6.82M in Q4 2020.
422 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2024.

Based on Marshall Wace's 13F filing for Q1 2024, filed 15 May 2024.