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Safeguard Financial’s Sun Life Financial SLF Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-93
Closed -$4K – 473
2023
Q2 		$4K Buy
+93
New +$4.57K ﹤0.01% 426

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Bank of Montreal
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Fidelity International
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Safeguard Financial's SLF Position: Q3 2023 in Review

Safeguard Financial sold out of Sun Life Financial (SLF) in Q3 2023, closing a stake of 93 shares — an estimated $4K sold.

Safeguard Financial first reported a position in SLF in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 379 funds tracked by Wall St. Rank hold SLF as of Q3 2023.

  • Safeguard Financial reported no remaining Sun Life Financial position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 93 Sun Life Financial shares in Q3 2023, an estimated $4K.
  • Safeguard Financial first reported a position in Sun Life Financial in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Sun Life Financial position peaked at $4K in Q2 2023.
  • 379 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.