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Shell Asset Management’s Sun Life Financial SLF Stock Holding History

Shell Asset Management’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
Q3 		$1.41M Sell
23,485
-13,187
-36% -$793K 0.14% 162
2025
Q2 		$2.44M Buy
36,672
+19,600
+115% +$1.2M 0.08% 228
2025
Q1 		$977K Sell
17,072
-100
-0.6% -$5.7K 0.05% 306
2024
Q4 		$1.02M Sell
17,172
-600
-3% -$35.4K 0.04% 309
2024
Q3 		$1.03M Buy
+17,772
New +$929K 0.05% 299
2024
Q1 		$871K Sell
17,772
-15,300
-46% -$809K 0.04% 330
2023
Q4 		$1.72M Sell
33,072
-37,413
-53% -$1.84M 0.08% 237
2023
Q3 		$3.46M Sell
70,485
-1,092
-2% -$54.7K 0.14% 150
2023
Q2 		$3.73M Sell
71,577
-32,565
-31% -$1.6M 0.15% 149
2023
Q1 		$4.86M Buy
104,142
+5,928
+6% +$285K 0.2% 103
2022
Q4 		$4.56M Sell
98,214
-20,462
-17% -$905K 0.2% 113
2022
Q3 		$4.74M Sell
118,676
-30,191
-20% -$1.35M 0.18% 114
2022
Q2 		$6.81M Buy
148,867
+1,734
+1% +$86.4K 0.2% 104
2022
Q1 		$8.22M Sell
147,133
-3,820
-3% -$210K 0.19% 107
2021
Q4 		$8.41M Buy
150,953
+24,700
+20% +$1.37M 0.17% 124
2021
Q3 		$6.5M Buy
126,253
+2,076
+2% +$107K 0.15% 152
2021
Q2 		$6.41M Sell
124,177
-47,900
-28% -$2.53M 0.12% 180
2021
Q1 		$8.7M Buy
172,077
+8,935
+5% +$438K 0.17% 130
2020
Q4 		$7.25M Buy
163,142
+13,282
+9% +$575K 0.15% 161
2020
Q3 		$6.09M Buy
149,860
+4,800
+3% +$194K 0.14% 165
2020
Q2 		$5.31M Sell
145,060
-19,000
-12% -$653K 0.13% 177
2020
Q1 		$5.22M Sell
164,060
-15,200
-8% -$651K 0.15% 174
2019
Q4 		$8.19M Buy
179,260
+84,200
+89% +$3.79M 0.18% 150
2019
Q3 		$4.25M Buy
95,060
+44,900
+90% +$1.88M 0.1% 243
2019
Q2 		$2.08M Sell
50,160
-2,217
-4% -$89.1K 0.05% 344
2019
Q1 		$2.01M Hold
52,377
– – 0.04% 355
2018
Q4 		$1.74M Sell
52,377
-9,200
-15% -$333K 0.04% 353
2018
Q3 		$2.45M Sell
61,577
-1,000
-2% -$40K 0.05% 350
2018
Q2 		$2.51M Buy
62,577
+658
+1% +$27.2K 0.05% 355
2018
Q1 		$2.54M Buy
61,919
+100
+0.2% +$4.22K 0.05% 347
2017
Q4 		$2.56M Hold
61,819
– – 0.05% 356
2017
Q3 		$3.07M Sell
61,819
-1,619
-3% -$61.8K 0.07% 289
2017
Q2 		$2.94M Hold
63,438
– – 0.06% 307
2017
Q1 		$3.08M Sell
63,438
-3,348
-5% -$127K 0.07% 295
2016
Q4 		$3.44M Sell
66,786
-332
-0.5% -$12K 0.08% 266
2016
Q3 		$2.87M Sell
67,118
-4,666
-7% -$150K 0.06% 325
2016
Q2 		$3.05M Buy
71,784
+2,362
+3% +$79.2K 0.07% 285
2016
Q1 		$2.91M Sell
69,422
-2,000
-3% -$58.7K 0.07% 281
2015
Q4 		$3.08M Sell
71,422
-97,684
-58% -$3.22M 0.07% 264
2015
Q3 		$6.87M Buy
169,106
+67,667
+67% +$2.19M 0.11% 181
2015
Q2 		$4.23M Sell
101,439
-19,154
-16% -$631K 0.08% 241
2015
Q1 		$4.71M Sell
120,593
-24,802
-17% -$792K 0.08% 239
2014
Q4 		$6.09M Sell
145,395
-23,711
-14% -$848K 0.1% 219
2014
Q3 		$6.87M Hold
169,106
– – 0.11% 188
2014
Q2 		$6.63M Sell
169,106
-11,296
-6% -$389K 0.1% 193
2014
Q1 		$6.91M Buy
180,402
+11,252
+7% +$387K 0.11% 183
2013
Q4 		$6.35M Sell
169,150
-29,166
-15% -$993K 0.11% 186
2013
Q3 		$6.53M Sell
198,316
-6,043
-3% -$192K 0.12% 191
2013
Q2 		$6.37M Buy
+204,359
New +$5.81M 0.12% 187

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Shell Asset Management's SLF Position: Q3 2025 in Review

Shell Asset Management reduced its Sun Life Financial (SLF) stake by 36% in Q3 2025, selling an estimated $793K and leaving 23,485 shares worth $1.41M. The position accounts for 0.14% of the portfolio, ranked #162.

Shell Asset Management first reported a position in SLF in Q2 2013 and has held it in 49 quarters since. The position peaked at $8.7M in Q1 2021. 433 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

  • Shell Asset Management held 23,485 shares of Sun Life Financial worth $1.41M as of Q3 2025.
  • Shell Asset Management sold 13,187 Sun Life Financial shares in Q3 2025, an estimated $793K.
  • Sun Life Financial made up 0.14% of Shell Asset Management's portfolio in Q3 2025, its #162 holding.
  • Shell Asset Management first reported a position in Sun Life Financial in Q2 2013 and has held it in 49 quarters since.
  • Shell Asset Management's Sun Life Financial position peaked at $8.7M in Q1 2021.
  • 433 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.