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Moody Aldrich Partners’s Sun Life Financial SLF Stock Holding History

Moody Aldrich 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
2021
Q2 		– Sell
-15,400
Closed -$778K – 191
2021
Q1 		$778K Hold
15,400
– – 0.11% 134
2020
Q4 		$684K Hold
15,400
– – 0.11% 127
2020
Q3 		$626K Buy
+15,400
New +$623K 0.13% 118

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Moody Aldrich Partners's SLF Position: Q2 2021 in Review

Moody Aldrich Partners sold out of Sun Life Financial (SLF) in Q2 2021, closing a stake of 15,400 shares — an estimated $778K sold.

Moody Aldrich Partners first reported a position in SLF in Q3 2020 and held it in 3 quarters. The position peaked at $778K in Q1 2021. 325 funds tracked by Wall St. Rank hold SLF as of Q2 2021.

  • Moody Aldrich Partners reported no remaining Sun Life Financial position as of Q2 2021 after selling out during the quarter.
  • Moody Aldrich Partners sold 15,400 Sun Life Financial shares in Q2 2021, an estimated $778K.
  • Moody Aldrich Partners first reported a position in Sun Life Financial in Q3 2020 and held it in 3 quarters.
  • Moody Aldrich Partners's Sun Life Financial position peaked at $778K in Q1 2021.
  • 325 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2021.

Based on Moody Aldrich Partners's 13F filing for Q2 2021, filed 4 Aug 2021.