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

Pictet Asset Management (UK)’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
2021 Q2	$12M	Sell	232,450 -13,489	-5%	-$713K	0.01%	641
2021 Q1	$12.4M	Sell	245,939 -100	-0%	-$4.9K	0.01%	612
2020 Q4	$10.9M	Buy	246,039 +10,500	+4%	+$455K	0.01%	612
2020 Q3	$9.57M	Buy	235,539 +1,600	+0.7%	+$64.7K	0.02%	567
2020 Q2	$8.57M	Buy	233,939 +2,800	+1%	+$96.2K	0.01%	553
2020 Q1	$7.35M	Buy	231,139 +7,900	+4%	+$338K	0.02%	543
2019 Q4	$10.2M	Sell	223,239 -64,320	-22%	-$2.89M	0.02%	575
2019 Q3	$12.9M	Sell	287,559 -154,900	-35%	-$6.47M	0.03%	480
2019 Q2	$18.4M	Sell	442,459 -46,402	-9%	-$1.86M	0.04%	403
2019 Q1	$18.8M	Buy	488,861 +110,122	+29%	+$4.04M	0.04%	414
2018 Q4	$12.6M	Buy	378,739 +49,400	+15%	+$1.79M	0.03%	459
2018 Q3	$13.1M	Buy	+329,339	New	+$13.2M	0.03%	505

Other funds holding SLF

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

BGC

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

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

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

Pictet Asset Management (UK)'s SLF Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its Sun Life Financial (SLF) stake by 5.5% in Q2 2021, selling an estimated $713K and leaving 232,450 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #641.

Pictet Asset Management (UK) first reported a position in SLF in Q3 2018 and has held it in 12 quarters since. The position peaked at $18.8M in Q1 2019. 325 funds tracked by Wall St. Rank hold SLF as of Q2 2021.

Pictet Asset Management (UK) held 232,450 shares of Sun Life Financial worth $12M as of Q2 2021.
Pictet Asset Management (UK) sold 13,489 Sun Life Financial shares in Q2 2021, an estimated $713K.
Sun Life Financial made up 0.01% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #641 holding.
Pictet Asset Management (UK) first reported a position in Sun Life Financial in Q3 2018 and has held it in 12 quarters since.
Pictet Asset Management (UK)'s Sun Life Financial position peaked at $18.8M in Q1 2019.
325 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.