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Steward Financial Group’s Sun Life Financial SLF Stock Holding History

Steward Financial Group’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
Q3 		– Sell
-20
Closed – – 1121
2022
Q2 		$0 Buy
+20
New +$996 ﹤0.01% 1333

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Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Steward Financial Group's SLF Position: Q3 2022 in Review

Steward Financial Group sold out of Sun Life Financial (SLF) in Q3 2022, closing a stake of 20 shares.

Steward Financial Group first reported a position in SLF in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 353 funds tracked by Wall St. Rank hold SLF as of Q3 2022.

  • Steward Financial Group reported no remaining Sun Life Financial position as of Q3 2022 after selling out during the quarter.
  • Steward Financial Group sold 20 Sun Life Financial shares in Q3 2022.
  • Steward Financial Group first reported a position in Sun Life Financial in Q2 2022 and held it in 1 quarter.
  • Steward Financial Group's Sun Life Financial position peaked at $0 in Q2 2022.
  • 353 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.