Schechter Investment Advisors’s Sun Life Financial SLF Stock Holding History

Schechter Investment 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
2025 Q1	–	Sell	-4,054	Closed	-$241K	–	681
2024 Q4	$241K	Sell	4,054 -566	-12%	-$33.4K	0.02%	532
2024 Q3	$268K	Sell	4,620 -67	-1%	-$3.5K	0.02%	517
2024 Q2	$230K	Buy	4,687 +166	+4%	+$8.42K	0.02%	532
2024 Q1	$247K	Buy	4,521 +365	+9%	+$19.3K	0.02%	538
2023 Q4	$216K	Sell	4,156 -41	-1%	-$2.02K	0.02%	545
2023 Q3	$205K	Sell	4,197 -501	-11%	-$25.1K	0.02%	545
2023 Q2	$245K	Buy	4,698 +400	+9%	+$19.7K	0.02%	534
2023 Q1	$201K	Buy	+4,298	New	+$207K	0.02%	623

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schechter Investment Advisors's SLF Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Sun Life Financial (SLF) in Q1 2025, closing a stake of 4,054 shares — an estimated $241K sold.

Schechter Investment Advisors first reported a position in SLF in Q1 2023 and held it in 8 quarters. The position peaked at $268K in Q3 2024. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

Schechter Investment Advisors reported no remaining Sun Life Financial position as of Q1 2025 after selling out during the quarter.
Schechter Investment Advisors sold 4,054 Sun Life Financial shares in Q1 2025, an estimated $241K.
Schechter Investment Advisors first reported a position in Sun Life Financial in Q1 2023 and held it in 8 quarters.
Schechter Investment Advisors's Sun Life Financial position peaked at $268K in Q3 2024.
421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.