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Next Financial Group’s Sun Life Financial SLF Stock Holding History

Next Financial Group’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
Q4 		$62K Buy
1,117
+401
+56% +$22.2K ﹤0.01% 1385
2021
Q3 		$37K Buy
716
+2
+0.3% +$103 ﹤0.01% 1543
2021
Q2 		$37K Sell
714
-11
-2% -$581 ﹤0.01% 1512
2021
Q1 		$37K Buy
725
+10
+1% +$490 ﹤0.01% 1405
2020
Q4 		$32K Sell
715
-19
-3% -$823 ﹤0.01% 1361
2020
Q3 		$30K Buy
+734
New +$29.7K ﹤0.01% 1274
2020
Q2 		– Sell
-652
Closed -$21K – 1685
2020
Q1 		$21K Sell
652
-6
-0.9% -$257 ﹤0.01% 1260
2019
Q4 		$30K Sell
658
-13
-2% -$585 ﹤0.01% 1386
2019
Q3 		$30K Sell
671
-17
-2% -$710 ﹤0.01% 1306
2019
Q2 		$28K Buy
688
+53
+8% +$2.13K ﹤0.01% 1353
2019
Q1 		$24K Sell
635
-5,515
-90% -$202K 0.01% 922
2018
Q4 		$204K Hold
6,150
– – 0.04% 387
2018
Q3 		$245K Hold
6,150
– – 0.11% 176
2018
Q2 		$247K Hold
6,150
– – 0.09% 237
2018
Q1 		$253K Sell
6,150
-30
-0.5% -$1.26K 0.05% 338
2017
Q4 		$255K Hold
6,180
– – 0.11% 215
2017
Q3 		$245K Buy
6,180
+600
+11% +$22.9K 0.07% 273
2017
Q2 		$199K Sell
5,580
-150
-3% -$5.17K 0.05% 356
2017
Q1 		$202K Sell
5,730
-600
-9% -$22.8K 0.06% 308
2016
Q4 		$243K Buy
6,330
+214
+3% +$7.75K 0.04% 415
2016
Q3 		$199K Buy
6,116
+536
+10% +$17.2K 0.04% 472
2016
Q2 		$183K Sell
5,580
-500
-8% -$16.8K 0.06% 320
2016
Q1 		$196K Hold
6,080
– – 0.07% 290
2015
Q4 		$189K Buy
6,080
+180
+3% +$5.94K 0.07% 290
2015
Q3 		$190K Hold
5,900
– – 0.07% 291
2015
Q2 		$197K Buy
5,900
+500
+9% +$16.5K 0.07% 303
2015
Q1 		$166K Hold
5,400
– – 0.05% 347
2014
Q4 		$195K Hold
5,400
– – 0.06% 309
2014
Q3 		$196K Buy
+5,400
New +$203K 0.04% 459

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
TD Asset Management
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Next Financial Group's SLF Position: Q4 2021 in Review

Next Financial Group increased its Sun Life Financial (SLF) stake by 56% in Q4 2021, buying an estimated $22.2K and bringing the position to 1,117 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Next Financial Group first reported a position in SLF in Q3 2014 and has held it in 29 quarters since. The position peaked at $255K in Q4 2017. 353 funds tracked by Wall St. Rank hold SLF as of Q4 2021.

  • Next Financial Group held 1,117 shares of Sun Life Financial worth $62K as of Q4 2021.
  • Next Financial Group bought 401 Sun Life Financial shares in Q4 2021, an estimated $22.2K.
  • Sun Life Financial made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1385 holding.
  • Next Financial Group first reported a position in Sun Life Financial in Q3 2014 and has held it in 29 quarters since.
  • Next Financial Group's Sun Life Financial position peaked at $255K in Q4 2017.
  • 353 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.