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

Ostrum 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
2024 Q1	–	Sell	-32,170	Closed	-$1.68M	–	664
2023 Q4	$1.68M	Sell	32,170 -14,852	-32%	-$731K	0.15%	227
2023 Q3	$2.3M	Sell	47,022 -4,602	-9%	-$231K	0.21%	149
2023 Q2	$2.69M	Sell	51,624 -3,465	-6%	-$170K	0.23%	147
2023 Q1	$2.57M	Buy	+55,089	New	+$2.65M	0.22%	155

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

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

Ostrum Asset Management's SLF Position: Q1 2024 in Review

Ostrum Asset Management sold out of Sun Life Financial (SLF) in Q1 2024, closing a stake of 32,170 shares — an estimated $1.68M sold.

Ostrum Asset Management first reported a position in SLF in Q1 2023 and held it in 4 quarters. The position peaked at $2.69M in Q2 2023. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2024.

Ostrum Asset Management reported no remaining Sun Life Financial position as of Q1 2024 after selling out during the quarter.
Ostrum Asset Management sold 32,170 Sun Life Financial shares in Q1 2024, an estimated $1.68M.
Ostrum Asset Management first reported a position in Sun Life Financial in Q1 2023 and held it in 4 quarters.
Ostrum Asset Management's Sun Life Financial position peaked at $2.69M in Q2 2023.
421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2024.

Based on Ostrum Asset Management's 13F filing for Q1 2024, filed 13 May 2024.