Private Capital Group’s Sun Life Financial SLF Stock Holding History

Private Capital Group’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 Q2	–	Sell	-523	Closed	-$26K	–	2170
2021 Q1	$26K	Hold	523	–	–	0.01%	930
2020 Q4	$23K	Hold	523	–	–	﹤0.01%	1133
2020 Q3	$21K	Hold	523	–	–	﹤0.01%	1078
2020 Q2	$19K	Hold	523	–	–	﹤0.01%	1123
2020 Q1	$17K	Hold	523	–	–	﹤0.01%	1090
2019 Q4	$23K	Hold	523	–	–	﹤0.01%	1055
2019 Q3	$23K	Hold	523	–	–	﹤0.01%	1128
2019 Q2	$21K	Hold	523	–	–	﹤0.01%	1063
2019 Q1	$20K	Hold	523	–	–	﹤0.01%	1208
2018 Q4	$17K	Hold	523	–	–	﹤0.01%	1173
2018 Q3	$20K	Hold	523	–	–	﹤0.01%	1151
2018 Q2	$20K	Sell	523 -24	-4%	-$993	﹤0.01%	1120
2018 Q1	$22K	Buy	547 +24	+5%	+$1.01K	﹤0.01%	1032
2017 Q4	$22K	Buy	+523	New	+$20.8K	0.01%	1033

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Private Capital Group's SLF Position: Q2 2021 in Review

Private Capital Group sold out of Sun Life Financial (SLF) in Q2 2021, closing a stake of 523 shares — an estimated $26K sold.

Private Capital Group first reported a position in SLF in Q4 2017 and held it in 14 quarters. The position peaked at $26K in Q1 2021. 325 funds tracked by Wall St. Rank hold SLF as of Q2 2021.

Private Capital Group reported no remaining Sun Life Financial position as of Q2 2021 after selling out during the quarter.
Private Capital Group sold 523 Sun Life Financial shares in Q2 2021, an estimated $26K.
Private Capital Group first reported a position in Sun Life Financial in Q4 2017 and held it in 14 quarters.
Private Capital Group's Sun Life Financial position peaked at $26K in Q1 2021.
325 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2021.

Based on Private Capital Group's 13F filing for Q2 2021, filed 26 Jul 2021.