Sandy Spring Bank’s Sun Life Financial SLF Stock Holding History

Sandy Spring Bank’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
2020 Q1	–	Sell	-232	Closed	-$11K	–	942
2019 Q4	$11K	Hold	232	–	–	﹤0.01%	710
2019 Q3	$10K	Hold	232	–	–	﹤0.01%	727
2019 Q2	$10K	Hold	232	–	–	﹤0.01%	715
2019 Q1	$9K	Hold	232	–	–	﹤0.01%	683
2018 Q4	$8K	Hold	232	–	–	﹤0.01%	688
2018 Q3	$9K	Hold	232	–	–	﹤0.01%	686
2018 Q2	$9K	Hold	232	–	–	﹤0.01%	675
2018 Q1	$10K	Hold	232	–	–	﹤0.01%	694
2017 Q4	$10K	Hold	232	–	–	﹤0.01%	691
2017 Q3	$9K	Buy	+232	New	+$8.85K	﹤0.01%	691
2015 Q3	–	Sell	-1,597	Closed	-$53K	–	1007
2015 Q2	$53K	Hold	1,597	–	–	0.01%	451
2015 Q1	$49K	Hold	1,597	–	–	0.01%	461
2014 Q4	$58K	Hold	1,597	–	–	0.01%	398
2014 Q3	$58K	Hold	1,597	–	–	0.01%	394
2014 Q2	$59K	Hold	1,597	–	–	0.01%	396
2014 Q1	$55K	Sell	1,597 -158	-9%	-$5.44K	0.01%	358
2013 Q4	$62K	Sell	1,755 -300	-15%	-$10.2K	0.01%	355
2013 Q3	$66K	Hold	2,055	–	–	0.01%	333
2013 Q2	$61K	Buy	+2,055	New	+$58.5K	0.01%	327

Other funds holding SLF

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

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

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

BGC

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Sandy Spring Bank's SLF Position: Q1 2020 in Review

Sandy Spring Bank sold out of Sun Life Financial (SLF) in Q1 2020, closing a stake of 232 shares — an estimated $11K sold.

Sandy Spring Bank first reported a position in SLF in Q2 2013 and held it in 19 quarters. The position peaked at $66K in Q3 2013. 305 funds tracked by Wall St. Rank hold SLF as of Q1 2020.

Sandy Spring Bank reported no remaining Sun Life Financial position as of Q1 2020 after selling out during the quarter.
Sandy Spring Bank sold 232 Sun Life Financial shares in Q1 2020, an estimated $11K.
Sandy Spring Bank first reported a position in Sun Life Financial in Q2 2013 and held it in 19 quarters.
Sandy Spring Bank's Sun Life Financial position peaked at $66K in Q3 2013.
305 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2020.

Based on Sandy Spring Bank's 13F filing for Q1 2020, filed 1 May 2020.