Pinnacle Associates’s Sun Life Financial SLF Stock Holding History

Pinnacle Associates’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
2025 Q3	$329K	Sell
2025 Q2	$376K	Hold
2025 Q1	$324K	Hold
2024 Q4	$336K	Sell
2024 Q3	$319K	Hold
2024 Q2	$301K	Sell
2024 Q1	$337K	Buy
2023 Q4	$319K	Hold
2023 Q3	$300K	Hold
2023 Q2	$321K	Hold
2023 Q1	$287K	Hold
2022 Q4	$286K	Hold
2022 Q3	$245K	Hold
2022 Q2	$282K	Hold
2022 Q1	$344K	Hold
2021 Q4	$343K	Hold
2021 Q3	$317K	Hold
2021 Q2	$317K	Hold
2021 Q1	$311K	Hold
2020 Q4	$274K	Hold
2020 Q3	$251K	Hold
2020 Q2	$226K	Buy
2020 Q1	–	Sell
2019 Q4	$280K	Hold
2019 Q3	$276K	Hold
2019 Q2	$254K	Hold
2019 Q1	$236K	Hold
2018 Q4	$204K	Hold
2018 Q3	$245K	Buy
2018 Q2	$227K	Hold
2018 Q1	$233K	Hold
2017 Q4	$234K	Hold
2017 Q3	$225K	Buy
2017 Q2	–	Sell
2017 Q1	$200K	Sell
2016 Q4	$2.61M	Sell
2016 Q3	$2.25M	Sell
2016 Q2	$2.33M	Sell
2016 Q1	$2.35M	Sell
2015 Q4	$2.29M	Hold
2015 Q3	$2.37M	Sell
2015 Q2	$2.5M	Sell
2015 Q1	$2.37M	Sell
2014 Q4	$2.87M	Hold
2014 Q3	$2.88M	Sell
2014 Q2	$2.92M	Sell
2014 Q1	$2.81M	Hold
2013 Q4	$2.86M	Sell
2013 Q3	$2.69M	Sell
2013 Q2	$2.57M	Buy