SI
SLF icon

Sentry Investments’s Sun Life Financial SLF Stock Holding History

Sentry Investments’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
2018
Q1 		$28.1M Buy
531,100
+11,900
+2% +$502K 0.42% 62
2017
Q4 		$26.9M Sell
519,200
-10,000
-2% -$399K 0.34% 71
2017
Q3 		$26.3M Buy
529,200
+40,600
+8% +$1.55M 0.27% 74
2017
Q2 		$22.7M Buy
488,600
+350,000
+253% +$12.1M 0.16% 80
2017
Q1 		$6.73M Buy
138,600
+88,000
+174% +$3.34M 0.05% 121
2016
Q4 		$2.61M Sell
50,600
-30,000
-37% -$1.09M 0.02% 142
2016
Q3 		$3.44K Buy
80,600
+10,400
+15% +$334K 0.03% 129
2016
Q2 		$2.98K Buy
70,200
+26,300
+60% +$881K 0.03% 123
2016
Q1 		$1.84K Hold
43,900
– – 0.02% 125
2015
Q4 		$1.89K Buy
43,900
+9,600
+28% +$317K 0.02% 132
2015
Q3 		$1.48K Hold
34,300
– – 0.02% 140
2015
Q2 		$1.43K Sell
34,300
-933,900
-96% -$30.8M 0.02% 150
2015
Q1 		$37.8M Sell
968,200
-1,666,900
-63% -$53.2M 0.48% 57
2014
Q4 		$110M Sell
2,635,100
-10,151
-0.4% -$363K 1.38% 22
2014
Q3 		$95.9M Buy
2,645,251
+448,578
+20% +$16.9M 1.21% 24
2014
Q2 		$80.6M Buy
2,196,673
+2,056,594
+1,468% +$70.8M 1% 31
2014
Q1 		$4.85M Sell
140,079
-11,483
-8% -$395K 0.07% 121
2013
Q4 		$5.36M Sell
151,562
-35,304
-19% -$1.2M 0.09% 116
2013
Q3 		$5.97M Sell
186,866
-87,029
-32% -$2.77M 0.12% 102
2013
Q2 		$8.53M Buy
+273,895
New +$7.79M 0.18% 88

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Sentry Investments's SLF Position: Q1 2018 in Review

Sentry Investments increased its Sun Life Financial (SLF) stake by 2.3% in Q1 2018, buying an estimated $502K and bringing the position to 531,100 shares worth $28.1M. The position accounts for 0.42% of the portfolio, ranked #62.

Sentry Investments first reported a position in SLF in Q2 2013 and has held it in 20 quarters since. The position peaked at $110M in Q4 2014. 308 funds tracked by Wall St. Rank hold SLF as of Q1 2018.

  • Sentry Investments held 531,100 shares of Sun Life Financial worth $28.1M as of Q1 2018.
  • Sentry Investments bought 11,900 Sun Life Financial shares in Q1 2018, an estimated $502K.
  • Sun Life Financial made up 0.42% of Sentry Investments's portfolio in Q1 2018, its #62 holding.
  • Sentry Investments first reported a position in Sun Life Financial in Q2 2013 and has held it in 20 quarters since.
  • Sentry Investments's Sun Life Financial position peaked at $110M in Q4 2014.
  • 308 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2018.

Based on Sentry Investments's 13F filing for Q1 2018, filed 11 May 2018.