Ossiam’s Sun Life Financial SLF Stock Holding History

Ossiam’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	-12,539	Closed	-$744K	–	649
2024 Q4	$744K	Sell	12,539 -79,721	-86%	-$4.7M	0.01%	396
2024 Q3	$5.36M	Buy	92,260 +20,694	+29%	+$1.08M	0.1%	99
2024 Q2	$3.51M	Buy	71,566 +3,673	+5%	+$186K	0.07%	149
2024 Q1	$3.71M	Buy	67,893 +11,077	+19%	+$586K	0.06%	167
2023 Q4	$2.96M	Buy	56,816 +12,724	+29%	+$626K	0.05%	172
2023 Q3	$2.16M	Buy	44,092 +10,805	+32%	+$542K	0.04%	197
2023 Q2	$1.74M	Sell	33,287 -2,848	-8%	-$140K	0.03%	224
2023 Q1	$1.69M	Buy	36,135 +1,101	+3%	+$53K	0.04%	215
2022 Q4	$1.63M	Hold	35,034	–	–	0.04%	215
2022 Q3	$1.4M	Buy	+35,034	New	+$1.57M	0.04%	225
2019 Q4	–	Sell	-7,900	Closed	-$353K	–	512
2019 Q3	$353K	Buy	+7,900	New	+$330K	0.02%	264

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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 Oslo, Norway $935B AUM

Ossiam's SLF Position: Q1 2025 in Review

Ossiam sold out of Sun Life Financial (SLF) in Q1 2025, closing a stake of 12,539 shares — an estimated $744K sold.

Ossiam first reported a position in SLF in Q3 2019 and held it in 11 quarters. The position peaked at $5.36M in Q3 2024. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

Ossiam reported no remaining Sun Life Financial position as of Q1 2025 after selling out during the quarter.
Ossiam sold 12,539 Sun Life Financial shares in Q1 2025, an estimated $744K.
Ossiam first reported a position in Sun Life Financial in Q3 2019 and held it in 11 quarters.
Ossiam's Sun Life Financial position peaked at $5.36M in Q3 2024.
421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Ossiam's 13F filing for Q1 2025, filed 14 May 2025.