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Raymond James Financial Services Advisors’s Sun Life Financial SLF Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$1.23M Sell
21,157
-252
-1% -$13.2K ﹤0.01% 2023
2024
Q2 		$1.05M Sell
21,409
-951
-4% -$48.3K ﹤0.01% 2057
2024
Q1 		$1.22M Sell
22,360
-1,033
-4% -$54.6K ﹤0.01% 1943
2023
Q4 		$1.21M Buy
23,393
+593
+3% +$29.2K ﹤0.01% 1878
2023
Q3 		$1.11M Sell
22,800
-1,413
-6% -$70.8K ﹤0.01% 1841
2023
Q2 		$1.26M Sell
24,213
-1,923
-7% -$94.5K ﹤0.01% 1792
2023
Q1 		$1.22M Buy
26,136
+3,178
+14% +$153K ﹤0.01% 1786
2022
Q4 		$1.07M Sell
22,958
-3,529
-13% -$156K ﹤0.01% 1803
2022
Q3 		$1.05M Sell
26,487
-1,697
-6% -$76.1K ﹤0.01% 1773
2022
Q2 		$1.29M Buy
28,184
+3,536
+14% +$176K ﹤0.01% 1680
2022
Q1 		$1.38M Buy
24,648
+269
+1% +$14.8K ﹤0.01% 1736
2021
Q4 		$1.36M Buy
24,379
+1,442
+6% +$79.7K ﹤0.01% 1773
2021
Q3 		$1.18M Buy
22,937
+4,279
+23% +$220K ﹤0.01% 1843
2021
Q2 		$962K Buy
18,658
+3,810
+26% +$201K ﹤0.01% 1974
2021
Q1 		$751K Buy
14,848
+1,324
+10% +$64.8K ﹤0.01% 2038
2020
Q4 		$601K Sell
13,524
-2,080
-13% -$90.1K ﹤0.01% 2030
2020
Q3 		$636K Sell
15,604
-757
-5% -$30.6K ﹤0.01% 1823
2020
Q2 		$601K Sell
16,361
-3,072
-16% -$106K ﹤0.01% 1797
2020
Q1 		$625K Buy
19,433
+2,447
+14% +$105K ﹤0.01% 1429
2019
Q4 		$774K Buy
16,986
+1,124
+7% +$50.6K ﹤0.01% 1693
2019
Q3 		$710K Sell
15,862
-6
-0% -$251 ﹤0.01% 1681
2019
Q2 		$656K Buy
15,868
+524
+3% +$21.1K ﹤0.01% 1745
2019
Q1 		$590K Buy
+15,344
New +$563K ﹤0.01% 1784
2018
Q4 		– Sell
-15,377
Closed -$611K – 2805
2018
Q3 		$611K Sell
15,377
-97
-0.6% -$3.88K ﹤0.01% 1764
2018
Q2 		$622K Sell
15,474
-601
-4% -$24.9K ﹤0.01% 1726
2018
Q1 		$660K Sell
16,075
-356
-2% -$15K ﹤0.01% 1555
2017
Q4 		$678K Buy
16,431
+3,390
+26% +$135K ﹤0.01% 1530
2017
Q3 		$520K Buy
13,041
+1,112
+9% +$42.4K ﹤0.01% 1692
2017
Q2 		$427K Buy
11,929
+3,377
+39% +$116K ﹤0.01% 1775
2017
Q1 		$312K Sell
8,552
-1,037
-11% -$39.4K ﹤0.01% 1875
2016
Q4 		$368K Buy
9,589
+102
+1% +$3.7K ﹤0.01% 1707
2016
Q3 		$308K Sell
9,487
-622
-6% -$20K ﹤0.01% 1766
2016
Q2 		$331K Buy
10,109
+153
+2% +$5.13K ﹤0.01% 1658
2016
Q1 		$321K Sell
9,956
-1,634
-14% -$48K ﹤0.01% 1508
2015
Q4 		$360K Buy
+11,590
New +$382K ﹤0.01% 1349

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 $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Raymond James Financial Services Advisors's SLF Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Sun Life Financial (SLF) stake by 1.2% in Q3 2024, selling an estimated $13.2K and leaving 21,157 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Raymond James Financial Services Advisors first reported a position in SLF in Q4 2015 and has held it in 35 quarters since. The position peaked at $1.38M in Q1 2022. 422 funds tracked by Wall St. Rank hold SLF as of Q3 2024.

  • Raymond James Financial Services Advisors held 21,157 shares of Sun Life Financial worth $1.23M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 252 Sun Life Financial shares in Q3 2024, an estimated $13.2K.
  • Sun Life Financial made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2023 holding.
  • Raymond James Financial Services Advisors first reported a position in Sun Life Financial in Q4 2015 and has held it in 35 quarters since.
  • Raymond James Financial Services Advisors's Sun Life Financial position peaked at $1.38M in Q1 2022.
  • 422 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.