Sowell Financial Services’s Sun Life Financial SLF Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-1,024	Closed	-$56K	–	2359
2021 Q1	$56K	Buy	1,024 +14	+1%	+$686	﹤0.01%	1611
2020 Q4	$45K	Buy	1,010 +7	+0.7%	+$303	﹤0.01%	1436
2020 Q3	$41K	Buy	1,003 +7	+0.7%	+$283	﹤0.01%	1285
2020 Q2	$37K	Buy	996 +9	+0.9%	+$309	﹤0.01%	1268
2020 Q1	$32K	Buy	987 +7	+0.7%	+$300	﹤0.01%	1219
2019 Q4	$45K	Buy	980 +6	+0.6%	+$270	﹤0.01%	1178
2019 Q3	$44K	Buy	+974	New	+$40.7K	﹤0.01%	1037

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Sowell Financial Services's SLF Position: Q2 2021 in Review

Sowell Financial Services sold out of Sun Life Financial (SLF) in Q2 2021, closing a stake of 1,024 shares — an estimated $56K sold.

Sowell Financial Services first reported a position in SLF in Q3 2019 and held it in 7 quarters. The position peaked at $56K in Q1 2021. 325 funds tracked by Wall St. Rank hold SLF as of Q2 2021.

Sowell Financial Services reported no remaining Sun Life Financial position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,024 Sun Life Financial shares in Q2 2021, an estimated $56K.
Sowell Financial Services first reported a position in Sun Life Financial in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Sun Life Financial position peaked at $56K in Q1 2021.
325 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.