Mirova’s Sun Life Financial SLF Stock Holding History

Mirova’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
2023 Q4	–	Sell	-4,953	Closed	-$243K	–	137
2023 Q3	$243K	Sell	4,953 -1,199	-19%	-$60.1K	0.05%	81
2023 Q2	$321K	Sell	6,152 -2,540	-29%	-$125K	0.06%	107
2023 Q1	$406K	Sell	8,692 -3,299	-28%	-$159K	0.06%	120
2022 Q4	$556K	Sell	11,991 -1	-0%	-$44	0.09%	110
2022 Q3	$479K	Sell	11,992 -2,188	-15%	-$98.1K	0.08%	118
2022 Q2	$648K	Buy	14,180 +10,813	+321%	+$539K	0.09%	115
2022 Q1	$188K	Sell	3,367 -197	-6%	-$10.8K	0.03%	159
2021 Q4	$198K	Buy	+3,564	New	+$197K	0.02%	157
2020 Q4	–	Sell	-3,855	Closed	-$157K	–	220
2020 Q3	$157K	Buy	+3,855	New	+$156K	0.03%	75

Other funds holding SLF

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mirova's SLF Position: Q4 2023 in Review

Mirova sold out of Sun Life Financial (SLF) in Q4 2023, closing a stake of 4,953 shares — an estimated $243K sold.

Mirova first reported a position in SLF in Q3 2020 and held it in 9 quarters. The position peaked at $648K in Q2 2022. 398 funds tracked by Wall St. Rank hold SLF as of Q4 2023.

Mirova reported no remaining Sun Life Financial position as of Q4 2023 after selling out during the quarter.
Mirova sold 4,953 Sun Life Financial shares in Q4 2023, an estimated $243K.
Mirova first reported a position in Sun Life Financial in Q3 2020 and held it in 9 quarters.
Mirova's Sun Life Financial position peaked at $648K in Q2 2022.
398 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2023.

Based on Mirova's 13F filing for Q4 2023, filed 13 Feb 2024.