Seven Eight Capital’s Sun Life Financial SLF Stock Holding History

Seven Eight Capital’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
2024 Q4	–	Sell	-28,777	Closed	-$1.67M	–	537
2024 Q3	$1.67M	Buy	+28,777	New	+$1.5M	0.15%	230
2022 Q2	–	Sell	-7,939	Closed	-$443K	–	605
2022 Q1	$443K	Buy	7,939 +3,585	+82%	+$197K	0.06%	348
2021 Q4	$242K	Buy	+4,354	New	+$241K	0.04%	390
2018 Q2	–	Sell	-65,500	Closed	-$2.69M	–	572
2018 Q1	$2.69M	Buy	+65,500	New	+$2.76M	0.22%	151

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

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

Norges Bank Oslo, Norway $935B AUM

Seven Eight Capital's SLF Position: Q4 2024 in Review

Seven Eight Capital sold out of Sun Life Financial (SLF) in Q4 2024, closing a stake of 28,777 shares — an estimated $1.67M sold.

Seven Eight Capital first reported a position in SLF in Q1 2018 and held it in 4 quarters. The position peaked at $2.69M in Q1 2018. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2024.

Seven Eight Capital reported no remaining Sun Life Financial position as of Q4 2024 after selling out during the quarter.
Seven Eight Capital sold 28,777 Sun Life Financial shares in Q4 2024, an estimated $1.67M.
Seven Eight Capital first reported a position in Sun Life Financial in Q1 2018 and held it in 4 quarters.
Seven Eight Capital's Sun Life Financial position peaked at $2.69M in Q1 2018.
441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.