Steve Schonfeld’s Sun Life Financial SLF Stock Holding History

Steve Schonfeld’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
2022 Q4	–	Sell	-23,400	Closed	-$931K	–	2976
2022 Q3	$931K	Buy	23,400 +11,400	+95%	+$511K	0.01%	1321
2022 Q2	$549K	Sell	12,000 -4,400	-27%	-$219K	0.01%	1316
2022 Q1	$916K	Buy	16,400 +4,400	+37%	+$242K	0.01%	1038
2021 Q4	$668K	Buy	+12,000	New	+$663K	0.01%	1127
2021 Q2	–	Sell	-17,400	Closed	-$879K	–	2271
2021 Q1	$879K	Buy	17,400 +5,600	+47%	+$274K	0.01%	949
2020 Q4	$525K	Buy	+11,800	New	+$511K	0.01%	1023
2020 Q3	–	Sell	-30,622	Closed	-$1.13M	–	1624
2020 Q2	$1.13M	Buy	30,622 +24,322	+386%	+$836K	0.03%	576
2020 Q1	$202K	Buy	+6,300	New	+$270K	0.01%	914

Other funds holding SLF

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Steve Schonfeld's SLF Position: Q4 2022 in Review

Steve Schonfeld sold out of Sun Life Financial (SLF) in Q4 2022, closing a stake of 23,400 shares — an estimated $931K sold.

Steve Schonfeld first reported a position in SLF in Q1 2020 and held it in 8 quarters. The position peaked at $1.13M in Q2 2020. 364 funds tracked by Wall St. Rank hold SLF as of Q4 2022.

Steve Schonfeld reported no remaining Sun Life Financial position as of Q4 2022 after selling out during the quarter.
Steve Schonfeld sold 23,400 Sun Life Financial shares in Q4 2022, an estimated $931K.
Steve Schonfeld first reported a position in Sun Life Financial in Q1 2020 and held it in 8 quarters.
Steve Schonfeld's Sun Life Financial position peaked at $1.13M in Q2 2020.
364 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2022.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.