Schubert & Co’s Sun Life Financial SLF Stock Holding History

Schubert & Co’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 Q2	–	Sell	-68	Closed	-$3.18K	–	1277
2023 Q1	$3.18K	Buy	68 +27	+66%	+$1.3K	﹤0.01%	680
2022 Q4	$1.9K	Sell	41 -38	-48%	-$1.68K	﹤0.01%	905
2022 Q3	$3K	Buy	79 +17	+27%	+$762	﹤0.01%	669
2022 Q2	$3K	Buy	+62	New	+$3.09K	﹤0.01%	658

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

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Schubert & Co's SLF Position: Q2 2023 in Review

Schubert & Co sold out of Sun Life Financial (SLF) in Q2 2023, closing a stake of 68 shares — an estimated $3.18K sold.

Schubert & Co first reported a position in SLF in Q2 2022 and held it in 4 quarters. The position peaked at $3.18K in Q1 2023. 382 funds tracked by Wall St. Rank hold SLF as of Q2 2023.

Schubert & Co reported no remaining Sun Life Financial position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 68 Sun Life Financial shares in Q2 2023, an estimated $3.18K.
Schubert & Co first reported a position in Sun Life Financial in Q2 2022 and held it in 4 quarters.
Schubert & Co's Sun Life Financial position peaked at $3.18K in Q1 2023.
382 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.