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Romano Brothers & Co’s Sun Life Financial SLF Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-308
Closed -$14.3K – 861
2022
Q4 		$14.3K Buy
+308
New +$13.6K ﹤0.01% 673

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
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
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Romano Brothers & Co's SLF Position: Q1 2023 in Review

Romano Brothers & Co sold out of Sun Life Financial (SLF) in Q1 2023, closing a stake of 308 shares — an estimated $14.3K sold.

Romano Brothers & Co first reported a position in SLF in Q4 2022 and held it in 1 quarter. The position peaked at $14.3K in Q4 2022. 381 funds tracked by Wall St. Rank hold SLF as of Q1 2023.

  • Romano Brothers & Co reported no remaining Sun Life Financial position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 308 Sun Life Financial shares in Q1 2023, an estimated $14.3K.
  • Romano Brothers & Co first reported a position in Sun Life Financial in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Sun Life Financial position peaked at $14.3K in Q4 2022.
  • 381 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.