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Procyon Advisors’s Sun Life Financial SLF Stock Holding History

Procyon 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
2020
Q3 		– Sell
-1,550
Closed -$57K – 903
2020
Q2 		$57K Hold
1,550
– – 0.03% 362
2020
Q1 		$50K Hold
1,550
– – 0.03% 336
2019
Q4 		$71K Buy
+1,550
New +$69.7K 0.04% 303

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Procyon Advisors's SLF Position: Q3 2020 in Review

Procyon Advisors sold out of Sun Life Financial (SLF) in Q3 2020, closing a stake of 1,550 shares — an estimated $57K sold.

Procyon Advisors first reported a position in SLF in Q4 2019 and held it in 3 quarters. The position peaked at $71K in Q4 2019. 309 funds tracked by Wall St. Rank hold SLF as of Q3 2020.

  • Procyon Advisors reported no remaining Sun Life Financial position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 1,550 Sun Life Financial shares in Q3 2020, an estimated $57K.
  • Procyon Advisors first reported a position in Sun Life Financial in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's Sun Life Financial position peaked at $71K in Q4 2019.
  • 309 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.