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SVB Wealth’s Sun Life Financial SLF Stock Holding History

SVB Wealth’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
Q4 		– Sell
-17,109
Closed -$880K – 934
2021
Q3 		$880K Buy
17,109
+3,455
+25% +$178K 0.01% 428
2021
Q2 		$704K Buy
13,654
+745
+6% +$39.4K 0.01% 477
2021
Q1 		$653K Sell
12,909
-74
-0.6% -$3.62K 0.01% 455
2020
Q4 		$577K Buy
12,983
+4,387
+51% +$190K 0.01% 435
2020
Q3 		$350K Buy
8,596
+1,694
+25% +$68.5K 0.01% 488
2020
Q2 		$254K Buy
+6,902
New +$237K ﹤0.01% 495

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

SVB Wealth's SLF Position: Q4 2021 in Review

SVB Wealth sold out of Sun Life Financial (SLF) in Q4 2021, closing a stake of 17,109 shares — an estimated $880K sold.

SVB Wealth first reported a position in SLF in Q2 2020 and held it in 6 quarters. The position peaked at $880K in Q3 2021. 354 funds tracked by Wall St. Rank hold SLF as of Q4 2021.

  • SVB Wealth reported no remaining Sun Life Financial position as of Q4 2021 after selling out during the quarter.
  • SVB Wealth sold 17,109 Sun Life Financial shares in Q4 2021, an estimated $880K.
  • SVB Wealth first reported a position in Sun Life Financial in Q2 2020 and held it in 6 quarters.
  • SVB Wealth's Sun Life Financial position peaked at $880K in Q3 2021.
  • 354 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2021.

Based on SVB Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.