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Strategic Global Advisors’s Sun Life Financial SLF Stock Holding History

Strategic Global Advisors’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 		– Sell
-32,384
Closed -$1.67M – 154
2021
Q2 		$1.67M Buy
32,384
+187
+0.6% +$9.88K 0.3% 108
2021
Q1 		$1.63M Buy
32,197
+93
+0.3% +$4.55K 0.29% 106
2020
Q4 		$1.43M Buy
+32,104
New +$1.39M 0.25% 114

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

Strategic Global Advisors's SLF Position: Q3 2021 in Review

Strategic Global Advisors sold out of Sun Life Financial (SLF) in Q3 2021, closing a stake of 32,384 shares — an estimated $1.67M sold.

Strategic Global Advisors first reported a position in SLF in Q4 2020 and held it in 3 quarters. The position peaked at $1.67M in Q2 2021. 326 funds tracked by Wall St. Rank hold SLF as of Q3 2021.

  • Strategic Global Advisors reported no remaining Sun Life Financial position as of Q3 2021 after selling out during the quarter.
  • Strategic Global Advisors sold 32,384 Sun Life Financial shares in Q3 2021, an estimated $1.67M.
  • Strategic Global Advisors first reported a position in Sun Life Financial in Q4 2020 and held it in 3 quarters.
  • Strategic Global Advisors's Sun Life Financial position peaked at $1.67M in Q2 2021.
  • 326 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2021.

Based on Strategic Global Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.