Symmetry Partners’s Sun Life Financial SLF Stock Holding History

Symmetry Partners’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	-4,179	Closed	-$228K	–	541
2024 Q1	$228K	Hold	4,179	–	–	0.02%	504
2023 Q4	$215K	Hold	4,179	–	–	0.01%	476
2023 Q3	$204K	Sell	4,179 -5,517	-57%	-$277K	0.01%	518
2023 Q2	$505K	Hold	9,696	–	–	0.03%	333
2023 Q1	$453K	Hold	9,696	–	–	0.03%	356
2022 Q4	$450K	Hold	9,696	–	–	0.03%	357
2022 Q3	$386K	Hold	9,696	–	–	0.03%	370
2022 Q2	$444K	Hold	9,696	–	–	0.03%	348
2022 Q1	$541K	Hold	9,696	–	–	0.03%	341
2021 Q4	$536K	Hold	9,696	–	–	0.03%	369
2021 Q3	$523K	Hold	9,696	–	–	0.03%	399
2021 Q2	$500K	Hold	9,696	–	–	0.03%	427
2021 Q1	$490K	Buy	+9,696	New	+$475K	0.04%	404
2020 Q2	–	Sell	-9,290	Closed	-$295K	–	346
2020 Q1	$295K	Buy	+9,290	New	+$398K	0.07%	210
2019 Q4	–	Sell	-5,647	Closed	-$253K	–	366
2019 Q3	$253K	Buy	+5,647	New	+$236K	0.05%	275

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Symmetry Partners's SLF Position: Q2 2024 in Review

Symmetry Partners sold out of Sun Life Financial (SLF) in Q2 2024, closing a stake of 4,179 shares — an estimated $228K sold.

Symmetry Partners first reported a position in SLF in Q3 2019 and held it in 15 quarters. The position peaked at $541K in Q1 2022. 396 funds tracked by Wall St. Rank hold SLF as of Q2 2024.

Symmetry Partners reported no remaining Sun Life Financial position as of Q2 2024 after selling out during the quarter.
Symmetry Partners sold 4,179 Sun Life Financial shares in Q2 2024, an estimated $228K.
Symmetry Partners first reported a position in Sun Life Financial in Q3 2019 and held it in 15 quarters.
Symmetry Partners's Sun Life Financial position peaked at $541K in Q1 2022.
396 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2024.

Based on Symmetry Partners's 13F filing for Q2 2024, filed 11 Jul 2024.