Mondrian Investment Partners’s Sun Life Financial SLF Stock Holding History

Mondrian Investment Partners’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
2020 Q3	–	Sell	-400	Closed	-$20K	–	115
2020 Q2	$20K	Hold	400	–	–	﹤0.01%	111
2020 Q1	$18K	Hold	400	–	–	﹤0.01%	108
2019 Q4	$24K	Hold	400	–	–	﹤0.01%	119
2019 Q3	$24K	Hold	400	–	–	﹤0.01%	117
2019 Q2	$22K	Hold	400	–	–	﹤0.01%	116
2019 Q1	$21K	Buy	400 +3	+0.8%	+$110	﹤0.01%	121
2018 Q4	$18K	Hold	397	–	–	﹤0.01%	125
2018 Q3	$20K	Sell	397 -58	-13%	-$2.32K	﹤0.01%	118
2018 Q2	$24K	Hold	455	–	–	﹤0.01%	116
2018 Q1	$24K	Hold	455	–	–	﹤0.01%	121
2017 Q4	$24K	Hold	455	–	–	﹤0.01%	131
2017 Q3	$23K	Buy	+455	New	+$17.4K	﹤0.01%	125
2016 Q3	–	Sell	-716	Closed	-$30K	–	142
2016 Q2	$30K	Buy	716 +4	+0.6%	+$134	﹤0.01%	132
2016 Q1	$30K	Buy	712 +4	+0.6%	+$117	﹤0.01%	133
2015 Q4	$31K	Buy	708 +4	+0.6%	+$132	﹤0.01%	115
2015 Q3	$30K	Buy	704 +4	+0.6%	+$130	﹤0.01%	113
2015 Q2	$29K	Buy	+700	New	+$23.1K	﹤0.01%	94

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

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

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

BGC

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mondrian Investment Partners's SLF Position: Q3 2020 in Review

Mondrian Investment Partners sold out of Sun Life Financial (SLF) in Q3 2020, closing a stake of 400 shares — an estimated $20K sold.

Mondrian Investment Partners first reported a position in SLF in Q2 2015 and held it in 17 quarters. The position peaked at $31K in Q4 2015. 309 funds tracked by Wall St. Rank hold SLF as of Q3 2020.

Mondrian Investment Partners reported no remaining Sun Life Financial position as of Q3 2020 after selling out during the quarter.
Mondrian Investment Partners sold 400 Sun Life Financial shares in Q3 2020, an estimated $20K.
Mondrian Investment Partners first reported a position in Sun Life Financial in Q2 2015 and held it in 17 quarters.
Mondrian Investment Partners's Sun Life Financial position peaked at $31K in Q4 2015.
309 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2020.

Based on Mondrian Investment Partners's 13F filing for Q3 2020, filed 13 Nov 2020.