Plante Moran Financial Advisors’s Sun Life Financial SLF Stock Holding History

Plante Moran Financial Advisors’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 Q1	–	Sell	-256	Closed	-$14K	–	983
2021 Q4	$14K	Hold	256	–	–	﹤0.01%	630
2021 Q3	$13K	Hold	256	–	–	﹤0.01%	648
2021 Q2	$13K	Hold	256	–	–	﹤0.01%	645
2021 Q1	$13K	Sell	256 -17	-6%	-$832	﹤0.01%	615
2020 Q4	$12K	Sell	273 -1,005	-79%	-$43.5K	﹤0.01%	609
2020 Q3	$52K	Hold	1,278	–	–	0.02%	313
2020 Q2	$47K	Hold	1,278	–	–	0.02%	301
2020 Q1	$41K	Hold	1,278	–	–	0.02%	284
2019 Q4	$58K	Hold	1,278	–	–	0.02%	300
2019 Q3	$57K	Hold	1,278	–	–	0.02%	327
2019 Q2	$53K	Hold	1,278	–	–	0.02%	333
2019 Q1	$49K	Hold	1,278	–	–	0.02%	337
2018 Q4	$42K	Hold	1,278	–	–	0.01%	322
2018 Q3	$51K	Hold	1,278	–	–	0.02%	287
2018 Q2	$51K	Sell	1,278 -133	-9%	-$5.51K	0.03%	320
2018 Q1	$58K	Sell	1,411 -204	-13%	-$8.6K	0.03%	320
2017 Q4	$67K	Buy	1,615 +187	+13%	+$7.45K	0.04%	292
2017 Q3	$57K	Buy	1,428 +1,172	+458%	+$44.7K	0.03%	281
2017 Q2	$9K	Hold	256	–	–	0.01%	577
2017 Q1	$9K	Buy	+256	New	+$9.73K	0.01%	595

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Plante Moran Financial Advisors's SLF Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Sun Life Financial (SLF) in Q1 2022, closing a stake of 256 shares — an estimated $14K sold.

Plante Moran Financial Advisors first reported a position in SLF in Q1 2017 and held it in 20 quarters. The position peaked at $67K in Q4 2017. 354 funds tracked by Wall St. Rank hold SLF as of Q1 2022.

Plante Moran Financial Advisors reported no remaining Sun Life Financial position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 256 Sun Life Financial shares in Q1 2022, an estimated $14K.
Plante Moran Financial Advisors first reported a position in Sun Life Financial in Q1 2017 and held it in 20 quarters.
Plante Moran Financial Advisors's Sun Life Financial position peaked at $67K in Q4 2017.
354 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.