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Petrus Trust Company’s Sun Life Financial SLF Stock Holding History

Petrus Trust Company’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
2022
Q4 		– Sell
-8,933
Closed -$355K – 546
2022
Q3 		$355K Buy
8,933
+4,529
+103% +$203K 0.05% 54
2022
Q2 		$202K Buy
+4,404
New +$219K 0.03% 90

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Petrus Trust Company's SLF Position: Q4 2022 in Review

Petrus Trust Company sold out of Sun Life Financial (SLF) in Q4 2022, closing a stake of 8,933 shares — an estimated $355K sold.

Petrus Trust Company first reported a position in SLF in Q2 2022 and held it in 2 quarters. The position peaked at $355K in Q3 2022. 363 funds tracked by Wall St. Rank hold SLF as of Q4 2022.

  • Petrus Trust Company reported no remaining Sun Life Financial position as of Q4 2022 after selling out during the quarter.
  • Petrus Trust Company sold 8,933 Sun Life Financial shares in Q4 2022, an estimated $355K.
  • Petrus Trust Company first reported a position in Sun Life Financial in Q2 2022 and held it in 2 quarters.
  • Petrus Trust Company's Sun Life Financial position peaked at $355K in Q3 2022.
  • 363 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2022.

Based on Petrus Trust Company's 13F filing for Q4 2022, filed 14 Feb 2023.