Schroder Investment Management Group
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Schroder Investment Management Group’s Sun Life Financial SLF Stock Holding History

Schroder Investment Management Group’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
2022
Q1 		– Sell
-86,516
Closed -$6.09M – 1565
2021
Q4 		$6.09M Sell
86,516
-78,202
-47% -$4.32M 0.01% 712
2021
Q3 		$10.7M Sell
164,718
-324,870
-66% -$16.7M 0.02% 618
2021
Q2 		$31.3M Sell
489,588
-433,525
-47% -$22.9M 0.04% 408
2021
Q1 		$58.6M Sell
923,113
-42,400
-4% -$2.08M 0.08% 265
2020
Q4 		$54.6M Buy
965,513
+201,729
+26% +$8.74M 0.08% 258
2020
Q3 		$41.9M Sell
763,784
-70,359
-8% -$2.84M 0.07% 270
2020
Q2 		$41.6M Sell
834,143
-943,583
-53% -$32.4M 0.08% 262
2020
Q1 		$80.5M Buy
1,777,726
+493,154
+38% +$21.1M 0.17% 119
2019
Q4 		$76.1M Buy
1,284,572
+1,185,072
+1,191% +$53.3M 0.12% 186
2019
Q3 		$5.85M Sell
99,500
-166,100
-63% -$6.94M 0.01% 727
2019
Q2 		$14.4M Buy
+265,600
New +$10.7M 0.03% 512
2019
Q1 		– Sell
-4,300
Closed -$195 – 1236
2018
Q4 		$195 Buy
+4,300
New +$155K ﹤0.01% 1085
2018
Q3 		– Sell
-10,748
Closed -$563K – 1332
2018
Q2 		$563K Sell
10,748
-51,363
-83% -$2.13M ﹤0.01% 1028
2018
Q1 		$3.29M Sell
62,111
-118,089
-66% -$4.98M 0.01% 784
2017
Q4 		$9.35M Sell
180,200
-1,928,700
-91% -$76.9M 0.02% 661
2017
Q3 		$105M Buy
2,108,900
+1,449,600
+220% +$55.3M 0.18% 135
2017
Q2 		$30.4M Buy
659,300
+613,674
+1,345% +$21.2M 0.05% 379
2017
Q1 		$2.22M Buy
+45,626
New +$1.73M ﹤0.01% 827
2015
Q2 		– Sell
-950
Closed -$29K – 1257
2015
Q1 		$29K Buy
+950
New +$30.3K ﹤0.01% 1170

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Schroder Investment Management Group's SLF Position: Q1 2022 in Review

Schroder Investment Management Group sold out of Sun Life Financial (SLF) in Q1 2022, closing a stake of 86,516 shares — an estimated $6.09M sold.

Schroder Investment Management Group first reported a position in SLF in Q1 2015 and held it in 19 quarters. The position peaked at $105M in Q3 2017. 353 funds tracked by Wall St. Rank hold SLF as of Q1 2022.

  • Schroder Investment Management Group reported no remaining Sun Life Financial position as of Q1 2022 after selling out during the quarter.
  • Schroder Investment Management Group sold 86,516 Sun Life Financial shares in Q1 2022, an estimated $6.09M.
  • Schroder Investment Management Group first reported a position in Sun Life Financial in Q1 2015 and held it in 19 quarters.
  • Schroder Investment Management Group's Sun Life Financial position peaked at $105M in Q3 2017.
  • 353 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2022.

Based on Schroder Investment Management Group's 13F filing for Q1 2022, filed 16 May 2022.