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Simplicity Solutions’s Sun Life Financial SLF Stock Holding History

Simplicity Solutions’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
2020
Q4 		– Sell
-5,111
Closed -$208K – 982
2020
Q3 		$208K Buy
+5,111
New +$207K ﹤0.01% 820

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TD Asset Management
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T. Rowe Price Associates
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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Simplicity Solutions's SLF Position: Q4 2020 in Review

Simplicity Solutions sold out of Sun Life Financial (SLF) in Q4 2020, closing a stake of 5,111 shares — an estimated $208K sold.

Simplicity Solutions first reported a position in SLF in Q3 2020 and held it in 1 quarter. The position peaked at $208K in Q3 2020. 347 funds tracked by Wall St. Rank hold SLF as of Q4 2020.

  • Simplicity Solutions reported no remaining Sun Life Financial position as of Q4 2020 after selling out during the quarter.
  • Simplicity Solutions sold 5,111 Sun Life Financial shares in Q4 2020, an estimated $208K.
  • Simplicity Solutions first reported a position in Sun Life Financial in Q3 2020 and held it in 1 quarter.
  • Simplicity Solutions's Sun Life Financial position peaked at $208K in Q3 2020.
  • 347 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.