Pictet Asset Management (Switzerland)’s Sun Life Financial SLF Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$20M	Sell	383,663 -227,139	-37%	-$11.2M	0.02%	464
2023 Q1	$28.5M	Sell	610,802 -53,575	-8%	-$2.58M	0.04%	381
2022 Q4	$30.8M	Buy	664,377 +87,128	+15%	+$3.86M	0.04%	352
2022 Q3	$23.1M	Buy	577,249 +33,156	+6%	+$1.49M	0.03%	398
2022 Q2	$24.9M	Sell	544,093 -28,014	-5%	-$1.4M	0.03%	408
2022 Q1	$32M	Buy	572,107 +132,179	+30%	+$7.28M	0.04%	394
2021 Q4	$24.5M	Buy	439,928 +213,717	+94%	+$11.8M	0.02%	479
2021 Q3	$11.6M	Buy	+226,211	New	+$11.6M	0.01%	634

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Pictet Asset Management (Switzerland)'s SLF Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Sun Life Financial (SLF) stake by 37% in Q2 2023, selling an estimated $11.2M and leaving 383,663 shares worth $20M. The position accounts for 0.02% of the portfolio, ranked #464.

Pictet Asset Management (Switzerland) first reported a position in SLF in Q3 2021 and has held it in 8 quarters since. The position peaked at $32M in Q1 2022. 383 funds tracked by Wall St. Rank hold SLF as of Q2 2023.

Pictet Asset Management (Switzerland) held 383,663 shares of Sun Life Financial worth $20M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 227,139 Sun Life Financial shares in Q2 2023, an estimated $11.2M.
Sun Life Financial made up 0.02% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #464 holding.
Pictet Asset Management (Switzerland) first reported a position in Sun Life Financial in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Sun Life Financial position peaked at $32M in Q1 2022.
383 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.