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Planning Capital Management Corporation’s Sun Life Financial SLF Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$27K Hold
465
– – 0.02% 248
2024
Q2 		$22.8K Hold
465
– – 0.02% 264
2024
Q1 		$25.4K Hold
465
– – 0.02% 250
2023
Q4 		$24.1K Buy
+465
New +$22.9K 0.02% 261

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Planning Capital Management Corporation's SLF Position: Q3 2024 in Review

Planning Capital Management Corporation held its Sun Life Financial (SLF) position steady in Q3 2024 at 465 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #248.

Planning Capital Management Corporation first reported a position in SLF in Q4 2023 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold SLF as of Q3 2024.

  • Planning Capital Management Corporation held 465 shares of Sun Life Financial worth $27K as of Q3 2024.
  • Planning Capital Management Corporation left its Sun Life Financial share count unchanged in Q3 2024.
  • Sun Life Financial made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #248 holding.
  • Planning Capital Management Corporation first reported a position in Sun Life Financial in Q4 2023 and has held it in 4 quarters since.
  • 422 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.