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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
2021
Q3 		– Sell
-23,500
Closed -$1.21M – 2000
2021
Q2 		$1.21M Sell
23,500
-25,500
-52% -$1.35M 0.04% 512
2021
Q1 		$2.48M Buy
+49,000
New +$2.4M 0.06% 273

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Norges Bank
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.