TrustCore Financial Services’s Sun Life Financial SLF Stock Holding History

TrustCore Financial Services’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
2022 Q4	$10.9K	Hold	234	–	–	﹤0.01%	707
2022 Q3	$9K	Hold	234	–	–	﹤0.01%	769
2022 Q2	$11K	Hold	234	–	–	﹤0.01%	738
2022 Q1	$13K	Hold	234	–	–	﹤0.01%	720
2021 Q4	$13K	Hold	234	–	–	﹤0.01%	662
2021 Q3	$12K	Hold	234	–	–	﹤0.01%	730
2021 Q2	$12K	Hold	234	–	–	﹤0.01%	703
2021 Q1	$12K	Hold	234	–	–	﹤0.01%	661
2020 Q4	$10K	Hold	234	–	–	﹤0.01%	685
2020 Q3	$10K	Hold	234	–	–	﹤0.01%	617
2020 Q2	$9K	Hold	234	–	–	﹤0.01%	646
2020 Q1	$8K	Hold	234	–	–	﹤0.01%	635
2019 Q4	$11K	Hold	234	–	–	﹤0.01%	620
2019 Q3	$10K	Hold	234	–	–	﹤0.01%	647
2019 Q2	$10K	Hold	234	–	–	﹤0.01%	636
2019 Q1	$9K	Buy	+234	New	+$8.59K	﹤0.01%	590
2018 Q4	–	Sell	-234	Closed	-$9K	–	737
2018 Q3	$9K	Hold	234	–	–	﹤0.01%	586
2018 Q2	$9K	Hold	234	–	–	﹤0.01%	585
2018 Q1	$10K	Hold	234	–	–	﹤0.01%	506
2017 Q4	$10K	Buy	+234	New	+$9.33K	﹤0.01%	490

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

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TrustCore Financial Services's SLF Position: Q4 2022 in Review

TrustCore Financial Services held its Sun Life Financial (SLF) position steady in Q4 2022 at 234 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

TrustCore Financial Services first reported a position in SLF in Q4 2017 and has held it in 20 quarters since. The position peaked at $13K in Q1 2022. 364 funds tracked by Wall St. Rank hold SLF as of Q4 2022.

TrustCore Financial Services held 234 shares of Sun Life Financial worth $10.9K as of Q4 2022.
TrustCore Financial Services left its Sun Life Financial share count unchanged in Q4 2022.
Sun Life Financial made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #707 holding.
TrustCore Financial Services first reported a position in Sun Life Financial in Q4 2017 and has held it in 20 quarters since.
TrustCore Financial Services's Sun Life Financial position peaked at $13K in Q1 2022.
364 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.