Salem Investment Counselors’s Sun Life Financial SLF Stock Holding History

Salem Investment Counselors’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 Q1	–	Sell	-480	Closed	-$24.9K	–	1223
2023 Q4	$24.9K	Hold	480	–	–	﹤0.01%	662
2023 Q3	$23.4K	Hold	480	–	–	﹤0.01%	651
2023 Q2	$25K	Buy	+480	New	+$23.6K	﹤0.01%	654
2021 Q4	–	Sell	-3,000	Closed	-$154K	–	1109
2021 Q3	$154K	Hold	3,000	–	–	0.01%	368
2021 Q2	$155K	Hold	3,000	–	–	0.01%	357
2021 Q1	$152K	Hold	3,000	–	–	0.01%	318
2020 Q4	$133K	Hold	3,000	–	–	0.01%	321
2020 Q3	$122K	Hold	3,000	–	–	0.01%	286
2020 Q2	$110K	Hold	3,000	–	–	0.01%	292
2020 Q1	$96K	Hold	3,000	–	–	0.01%	278
2019 Q4	$137K	Hold	3,000	–	–	0.01%	276
2019 Q3	$134K	Hold	3,000	–	–	0.01%	276
2019 Q2	$124K	Hold	3,000	–	–	0.01%	279
2019 Q1	$119K	Buy	+3,000	New	+$110K	0.01%	229
2018 Q4	–	Sell	-3,000	Closed	-$119K	–	355
2018 Q3	$119K	Hold	3,000	–	–	0.01%	229
2018 Q2	$120K	Hold	3,000	–	–	0.01%	225
2018 Q1	$122K	Hold	3,000	–	–	0.01%	219
2017 Q4	$124K	Buy	+3,000	New	+$120K	0.01%	227

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Salem Investment Counselors's SLF Position: Q1 2024 in Review

Salem Investment Counselors sold out of Sun Life Financial (SLF) in Q1 2024, closing a stake of 480 shares — an estimated $24.9K sold.

Salem Investment Counselors first reported a position in SLF in Q4 2017 and held it in 18 quarters. The position peaked at $155K in Q2 2021. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2024.

Salem Investment Counselors reported no remaining Sun Life Financial position as of Q1 2024 after selling out during the quarter.
Salem Investment Counselors sold 480 Sun Life Financial shares in Q1 2024, an estimated $24.9K.
Salem Investment Counselors first reported a position in Sun Life Financial in Q4 2017 and held it in 18 quarters.
Salem Investment Counselors's Sun Life Financial position peaked at $155K in Q2 2021.
421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2024.

Based on Salem Investment Counselors's 13F filing for Q1 2024, filed 11 Apr 2024.