PhiloSmith Capital’s Sun Life Financial SLF Stock Holding History

PhiloSmith Capital’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 Q3	–	Sell	-300	Closed	-$13.7K	–	28
2022 Q2	$13.7K	Hold	300	–	–	0.01%	24
2022 Q1	$16.7K	Hold	300	–	–	0.01%	26
2021 Q4	$16.7K	Hold	300	–	–	0.01%	26
2021 Q3	$15.4K	Hold	300	–	–	0.01%	26
2021 Q2	$15K	Buy	+300	New	+$15.8K	0.01%	26
2021 Q1	–	Sell	-300	Closed	-$13K	–	32
2020 Q4	$13K	Hold	300	–	–	0.01%	28
2020 Q3	$12K	Hold	300	–	–	0.01%	29
2020 Q2	$11K	Hold	300	–	–	0.01%	30
2020 Q1	$10K	Hold	300	–	–	0.01%	29
2019 Q4	$14K	Hold	300	–	–	0.01%	33
2019 Q3	$13K	Buy	+300	New	+$12.5K	0.01%	31
2018 Q1	–	Sell	-70	Closed	-$3K	–	38
2017 Q4	$3K	Hold	70	–	–	﹤0.01%	40
2017 Q3	$3K	Sell	70 -230	-77%	-$8.78K	﹤0.01%	36
2017 Q2	$11K	Hold	300	–	–	0.01%	32
2017 Q1	$11K	Hold	300	–	–	0.01%	34
2016 Q4	$12K	Buy	+300	New	+$10.9K	0.01%	34

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PhiloSmith Capital's SLF Position: Q3 2022 in Review

PhiloSmith Capital sold out of Sun Life Financial (SLF) in Q3 2022, closing a stake of 300 shares — an estimated $13.7K sold.

PhiloSmith Capital first reported a position in SLF in Q4 2016 and held it in 16 quarters. The position peaked at $16.7K in Q1 2022. 354 funds tracked by Wall St. Rank hold SLF as of Q3 2022.

PhiloSmith Capital reported no remaining Sun Life Financial position as of Q3 2022 after selling out during the quarter.
PhiloSmith Capital sold 300 Sun Life Financial shares in Q3 2022, an estimated $13.7K.
PhiloSmith Capital first reported a position in Sun Life Financial in Q4 2016 and held it in 16 quarters.
PhiloSmith Capital's Sun Life Financial position peaked at $16.7K in Q1 2022.
354 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2022.

Based on PhiloSmith Capital's 13F filing for Q3 2022, filed 11 Oct 2022.