NorthCoast Asset Management’s Sun Life Financial SLF Stock Holding History

NorthCoast Asset Management’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
2019 Q3	–	Sell	-47,615	Closed	-$1.97M	–	268
2019 Q2	$1.97M	Buy	47,615 +1,270	+3%	+$51K	0.13%	109
2019 Q1	$1.78M	Buy	46,345 +309	+0.7%	+$11.3K	0.12%	111
2018 Q4	$1.53M	Sell	46,036 -2,161	-4%	-$78.1K	0.12%	109
2018 Q3	$1.92M	Buy	+48,197	New	+$1.93M	0.12%	108
2016 Q3	–	Sell	-81,101	Closed	-$2.66M	–	203
2016 Q2	$2.66M	Sell	81,101 -672	-0.8%	-$22.5K	0.18%	57
2016 Q1	$2.64M	Sell	81,773 -28,022	-26%	-$823K	0.22%	52
2015 Q4	$3.43M	Buy	+109,795	New	+$3.62M	0.22%	52
2014 Q3	–	Sell	-5,732	Closed	-$210K	–	167
2014 Q2	$210K	Buy	+5,732	New	+$197K	0.01%	149

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Norges Bank Oslo, Norway $935B AUM

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

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

NorthCoast Asset Management's SLF Position: Q3 2019 in Review

NorthCoast Asset Management sold out of Sun Life Financial (SLF) in Q3 2019, closing a stake of 47,615 shares — an estimated $1.97M sold.

NorthCoast Asset Management first reported a position in SLF in Q2 2014 and held it in 8 quarters. The position peaked at $3.43M in Q4 2015. 306 funds tracked by Wall St. Rank hold SLF as of Q3 2019.

NorthCoast Asset Management reported no remaining Sun Life Financial position as of Q3 2019 after selling out during the quarter.
NorthCoast Asset Management sold 47,615 Sun Life Financial shares in Q3 2019, an estimated $1.97M.
NorthCoast Asset Management first reported a position in Sun Life Financial in Q2 2014 and held it in 8 quarters.
NorthCoast Asset Management's Sun Life Financial position peaked at $3.43M in Q4 2015.
306 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2019.

Based on NorthCoast Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.