TD Capital Management’s Sun Life Financial SLF Stock Holding History

TD Capital Management’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 Q4	–	Sell	-294	Closed	-$17.1K	–	600
2024 Q3	$17.1K	Buy	294 +3	+1%	+$157	﹤0.01%	258
2024 Q2	$14.3K	Buy	+291	New	+$14.8K	﹤0.01%	262
2013 Q4	–	Sell	-62	Closed	-$2K	–	191
2013 Q3	$2K	Buy	62 +1	+2%	+$32	﹤0.01%	176
2013 Q2	$2K	Buy	+61	New	+$1.74K	﹤0.01%	183

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TD Capital Management's SLF Position: Q4 2024 in Review

TD Capital Management sold out of Sun Life Financial (SLF) in Q4 2024, closing a stake of 294 shares — an estimated $17.1K sold.

TD Capital Management first reported a position in SLF in Q2 2013 and held it in 4 quarters. The position peaked at $17.1K in Q3 2024. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2024.

TD Capital Management reported no remaining Sun Life Financial position as of Q4 2024 after selling out during the quarter.
TD Capital Management sold 294 Sun Life Financial shares in Q4 2024, an estimated $17.1K.
TD Capital Management first reported a position in Sun Life Financial in Q2 2013 and held it in 4 quarters.
TD Capital Management's Sun Life Financial position peaked at $17.1K in Q3 2024.
441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2024.

Based on TD Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.