Marshall Wace

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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