SFO
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Stokes Family Office’s Sun Life Financial SLF Stock Holding History

Stokes Family Office’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
-3,999
Closed -$202K – 225
2021
Q1 		$202K Buy
+3,999
New +$196K 0.03% 189

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Mackenzie Financial
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Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
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
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Stokes Family Office's SLF Position: Q2 2021 in Review

Stokes Family Office sold out of Sun Life Financial (SLF) in Q2 2021, closing a stake of 3,999 shares — an estimated $202K sold.

Stokes Family Office first reported a position in SLF in Q1 2021 and held it in 1 quarter. The position peaked at $202K in Q1 2021. 325 funds tracked by Wall St. Rank hold SLF as of Q2 2021.

  • Stokes Family Office reported no remaining Sun Life Financial position as of Q2 2021 after selling out during the quarter.
  • Stokes Family Office sold 3,999 Sun Life Financial shares in Q2 2021, an estimated $202K.
  • Stokes Family Office first reported a position in Sun Life Financial in Q1 2021 and held it in 1 quarter.
  • Stokes Family Office's Sun Life Financial position peaked at $202K in Q1 2021.
  • 325 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2021.

Based on Stokes Family Office's 13F filing for Q2 2021, filed 12 Aug 2021.