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Sonora Investment Management’s Sun Life Financial SLF Stock Holding History

Sonora Investment 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
2021
Q3 		$28K Hold
535
– – ﹤0.01% 544
2021
Q2 		$28K Buy
535
+35
+7% +$1.85K ﹤0.01% 505
2021
Q1 		$25K Buy
+500
New +$24.5K ﹤0.01% 866

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Sonora Investment Management's SLF Position: Q3 2021 in Review

Sonora Investment Management held its Sun Life Financial (SLF) position steady in Q3 2021 at 535 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Sonora Investment Management first reported a position in SLF in Q1 2021 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold SLF as of Q3 2021.

  • Sonora Investment Management held 535 shares of Sun Life Financial worth $28K as of Q3 2021.
  • Sonora Investment Management left its Sun Life Financial share count unchanged in Q3 2021.
  • Sun Life Financial made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #544 holding.
  • Sonora Investment Management first reported a position in Sun Life Financial in Q1 2021 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.