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Moneta Group Investment Advisors’s Sun Life Financial SLF Stock Holding History

Moneta Group Investment Advisors’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
2025
Q1 		– Sell
-6,936
Closed -$412K – 702
2024
Q4 		$412K Hold
6,936
– – 0.01% 457
2024
Q3 		$402K Buy
+6,936
New +$362K 0.01% 452

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
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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Moneta Group Investment Advisors's SLF Position: Q1 2025 in Review

Moneta Group Investment Advisors sold out of Sun Life Financial (SLF) in Q1 2025, closing a stake of 6,936 shares — an estimated $412K sold.

Moneta Group Investment Advisors first reported a position in SLF in Q3 2024 and held it in 2 quarters. The position peaked at $412K in Q4 2024. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

  • Moneta Group Investment Advisors reported no remaining Sun Life Financial position as of Q1 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 6,936 Sun Life Financial shares in Q1 2025, an estimated $412K.
  • Moneta Group Investment Advisors first reported a position in Sun Life Financial in Q3 2024 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Sun Life Financial position peaked at $412K in Q4 2024.
  • 421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.