Sumitomo Mitsui Trust Group
SLF icon

Sumitomo Mitsui Trust Group’s Sun Life Financial SLF Stock Holding History

Sumitomo Mitsui Trust 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
2024
Q2 		– Sell
-1,501,888
Closed -$82M – 1129
2024
Q1 		$82M Buy
1,501,888
+10,429
+0.7% +$552K 0.06% 352
2023
Q4 		$77.6M Sell
1,491,459
-28,010
-2% -$1.38M 0.06% 352
2023
Q3 		$74.3M Buy
1,519,469
+158,621
+12% +$7.95M 0.06% 343
2023
Q2 		$71M Sell
1,360,848
-273,054
-17% -$13.4M 0.06% 376
2023
Q1 		$76.3M Buy
1,633,902
+25,245
+2% +$1.22M 0.06% 368
2022
Q4 		$74.7M Sell
1,608,657
-67,457
-4% -$2.98M 0.06% 372
2022
Q3 		$66.8M Sell
1,676,114
-39,267
-2% -$1.76M 0.05% 397
2022
Q2 		$78.6M Buy
1,715,381
+254,798
+17% +$12.7M 0.06% 366
2022
Q1 		$81.7M Buy
1,460,583
+5,587
+0.4% +$308K 0.05% 384
2021
Q4 		$81M Sell
1,454,996
-82,706
-5% -$4.57M 0.05% 400
2021
Q3 		$79M Sell
1,537,702
-145,624
-9% -$7.49M 0.05% 408
2021
Q2 		$86.7M Sell
1,683,326
-299,199
-15% -$15.8M 0.05% 389
2021
Q1 		$100M Sell
1,982,525
-44,214
-2% -$2.16M 0.06% 351
2020
Q4 		$89.8M Sell
2,026,739
-162,532
-7% -$7.04M 0.06% 360
2020
Q3 		$89.2M Sell
2,189,271
-268,562
-11% -$10.9M 0.06% 339
2020
Q2 		$90.1M Buy
2,457,833
+75,899
+3% +$2.61M 0.06% 326
2020
Q1 		$76M Buy
2,381,934
+194,887
+9% +$8.35M 0.07% 329
2019
Q4 		$100M Buy
2,187,047
+37,116
+2% +$1.67M 0.08% 268
2019
Q3 		$96.2M Sell
2,149,931
-5,697
-0.3% -$238K 0.08% 258
2019
Q2 		$89.3M Sell
2,155,628
-43,475
-2% -$1.75M 0.08% 269
2019
Q1 		$84.5M Buy
2,199,103
+13,367
+0.6% +$491K 0.08% 274
2018
Q4 		$71.3M Buy
2,185,736
+338,093
+18% +$12.2M 0.08% 273
2018
Q3 		$73.3M Sell
1,847,643
-78,408
-4% -$3.14M 0.08% 272
2018
Q2 		$77.4M Buy
1,926,051
+151,326
+9% +$6.26M 0.09% 244
2018
Q1 		$72.8M Buy
1,774,725
+16,480
+0.9% +$695K 0.09% 240
2017
Q4 		$72.8M Buy
1,758,245
+25,755
+1% +$1.03M 0.09% 237
2017
Q3 		$69M Buy
1,732,490
+20,185
+1% +$770K 0.1% 226
2017
Q2 		$61.1M Buy
1,712,305
+7,524
+0.4% +$260K 0.09% 252
2017
Q1 		$62.2M Buy
1,704,781
+9,551
+0.6% +$363K 0.1% 240
2016
Q4 		$65M Sell
1,695,230
-15,433
-0.9% -$559K 0.11% 223
2016
Q3 		$55.7M Sell
1,710,663
-15,939
-0.9% -$513K 0.09% 261
2016
Q2 		$56.5M Sell
1,726,602
-4,019
-0.2% -$135K 0.1% 250
2016
Q1 		$55.9M Buy
1,730,621
+45,632
+3% +$1.34M 0.1% 242
2015
Q4 		$53.3M Sell
1,684,989
-35,950
-2% -$1.19M 0.1% 244
2015
Q3 		$55.3M Buy
1,720,939
+142,796
+9% +$4.63M 0.11% 227
2015
Q2 		$52.8M Sell
1,578,143
-51,973
-3% -$1.71M 0.09% 253
2015
Q1 		$50.2M Buy
1,630,116
+172,657
+12% +$5.51M 0.09% 266
2014
Q4 		$53.2M Buy
1,457,459
+20,853
+1% +$746K 0.1% 241
2014
Q3 		$52M Sell
1,436,606
-111,999
-7% -$4.21M 0.1% 236
2014
Q2 		$56.9M Buy
1,548,605
+44,185
+3% +$1.52M 0.12% 210
2014
Q1 		$52.2M Sell
1,504,420
-12,523
-0.8% -$431K 0.11% 224
2013
Q4 		$53.6M Sell
1,516,943
-84,808
-5% -$2.89M 0.11% 215
2013
Q3 		$51.2M Sell
1,601,751
-153,652
-9% -$4.88M 0.11% 217
2013
Q2 		$51.9M Buy
+1,755,403
New +$49.9M 0.12% 207

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Bank of Montreal
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Beutel, Goodman & Co
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SLF Position: Q2 2024 in Review

Sumitomo Mitsui Trust Group sold out of Sun Life Financial (SLF) in Q2 2024, closing a stake of 1,501,888 shares — an estimated $82M sold.

Sumitomo Mitsui Trust Group first reported a position in SLF in Q2 2013 and held it in 44 quarters. The position peaked at $100M in Q1 2021. 397 funds tracked by Wall St. Rank hold SLF as of Q2 2024.

  • Sumitomo Mitsui Trust Group reported no remaining Sun Life Financial position as of Q2 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 1,501,888 Sun Life Financial shares in Q2 2024, an estimated $82M.
  • Sumitomo Mitsui Trust Group first reported a position in Sun Life Financial in Q2 2013 and held it in 44 quarters.
  • Sumitomo Mitsui Trust Group's Sun Life Financial position peaked at $100M in Q1 2021.
  • 397 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2024, filed 19 Jul 2024.