QI
SLF icon

QS Investors’s Sun Life Financial SLF Stock Holding History

QS Investors’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
-6,420
Closed -$324K – 1219
2021
Q1 		$324K Hold
6,420
– – ﹤0.01% 959
2020
Q4 		$285K Buy
+6,420
New +$278K ﹤0.01% 1012
2020
Q3 		– Sell
-1,120
Closed -$41K – 1489
2020
Q2 		$41K Buy
1,120
+340
+44% +$11.7K ﹤0.01% 1470
2020
Q1 		$25K Hold
780
– – ﹤0.01% 1466
2019
Q4 		$36K Hold
780
– – ﹤0.01% 1482
2019
Q3 		$35K Buy
780
+100
+15% +$4.18K ﹤0.01% 1499
2019
Q2 		$28K Buy
680
+300
+79% +$12.1K ﹤0.01% 1516
2019
Q1 		$15K Sell
380
-5,396
-93% -$198K ﹤0.01% 1527
2018
Q4 		$192K Buy
5,776
+5,200
+903% +$188K ﹤0.01% 1138
2018
Q3 		$23K Sell
576
-4,200
-88% -$168K ﹤0.01% 1506
2018
Q2 		$192K Hold
4,776
– – ﹤0.01% 1226
2018
Q1 		$196K Hold
4,776
– – ﹤0.01% 1182
2017
Q4 		$197K Buy
4,776
+700
+17% +$27.9K ﹤0.01% 1214
2017
Q3 		$162K Buy
4,076
+98
+2% +$3.74K ﹤0.01% 1308
2017
Q2 		$142K Sell
3,978
-32,600
-89% -$1.12M ﹤0.01% 1325
2017
Q1 		$1.34M Sell
36,578
-124,200
-77% -$4.72M 0.01% 713
2016
Q4 		$6.17M Sell
160,778
-500
-0.3% -$18.1K 0.05% 277
2016
Q3 		$5.25M Buy
161,278
+500
+0.3% +$16.1K 0.04% 355
2016
Q2 		$5.28M Buy
160,778
+25,180
+19% +$844K 0.05% 371
2016
Q1 		$4.38M Buy
135,598
+37,700
+39% +$1.11M 0.04% 433
2015
Q4 		$3.05M Buy
97,898
+98
+0.1% +$3.23K 0.03% 546
2015
Q3 		$3.15M Hold
97,800
– – 0.03% 503
2015
Q2 		$3.27M Buy
97,800
+500
+0.5% +$16.5K 0.04% 501
2015
Q1 		$3.8M Hold
97,300
– – 0.04% 453
2014
Q4 		$4.08M Buy
+97,300
New +$3.48M 0.05% 410

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
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

QS Investors's SLF Position: Q2 2021 in Review

QS Investors sold out of Sun Life Financial (SLF) in Q2 2021, closing a stake of 6,420 shares — an estimated $324K sold.

QS Investors first reported a position in SLF in Q4 2014 and held it in 25 quarters. The position peaked at $6.17M in Q4 2016. 325 funds tracked by Wall St. Rank hold SLF as of Q2 2021.

  • QS Investors reported no remaining Sun Life Financial position as of Q2 2021 after selling out during the quarter.
  • QS Investors sold 6,420 Sun Life Financial shares in Q2 2021, an estimated $324K.
  • QS Investors first reported a position in Sun Life Financial in Q4 2014 and held it in 25 quarters.
  • QS Investors's Sun Life Financial position peaked at $6.17M in Q4 2016.
  • 325 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.