Prelude Capital Management’s Sun Life Financial SLF Stock Holding History

Prelude Capital Management’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 Q4	–	Sell	-3,721	Closed	-$216K	–	1533
2024 Q3	$216K	Buy	+3,721	New	+$194K	0.01%	1023
2019 Q4	–	Sell	-1,077	Closed	-$48K	–	2216
2019 Q3	$48K	Buy	+1,077	New	+$45K	﹤0.01%	1173
2015 Q3	–	Sell	-860	Closed	-$29K	–	1752
2015 Q2	$29K	Buy	+860	New	+$28.4K	﹤0.01%	1284
2015 Q1	–	Sell	-580	Closed	-$21K	–	2151
2014 Q4	$21K	Buy	+580	New	+$20.7K	﹤0.01%	1736
2014 Q2	–	Sell	-700	Closed	-$24K	–	2142
2014 Q1	$24K	Buy	700 +100	+17%	+$3.44K	﹤0.01%	1632
2013 Q4	$21K	Buy	600 +300	+100%	+$10.2K	﹤0.01%	1327
2013 Q3	$10K	Buy	+300	New	+$9.54K	﹤0.01%	1297

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Prelude Capital Management's SLF Position: Q4 2024 in Review

Prelude Capital Management sold out of Sun Life Financial (SLF) in Q4 2024, closing a stake of 3,721 shares — an estimated $216K sold.

Prelude Capital Management first reported a position in SLF in Q3 2013 and held it in 7 quarters. The position peaked at $216K in Q3 2024. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2024.

Prelude Capital Management reported no remaining Sun Life Financial position as of Q4 2024 after selling out during the quarter.
Prelude Capital Management sold 3,721 Sun Life Financial shares in Q4 2024, an estimated $216K.
Prelude Capital Management first reported a position in Sun Life Financial in Q3 2013 and held it in 7 quarters.
Prelude Capital Management's Sun Life Financial position peaked at $216K in Q3 2024.
441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2024.

Based on Prelude Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.