Unigestion Holding’s Sun Life Financial SLF Stock Holding History

Unigestion Holding’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
2025 Q1	$20M	Buy	349,270 +107,109	+44%	+$6.1M	1.17%	25
2024 Q4	$14.4M	Buy	242,161 +43,119	+22%	+$2.54M	0.83%	44
2024 Q3	$11.5M	Buy	+199,042	New	+$10.4M	0.56%	61
2024 Q2	–	Sell	-119,413	Closed	-$6.52M	–	156
2024 Q1	$6.52M	Buy	+119,413	New	+$6.32M	0.32%	70
2023 Q2	–	Sell	-157,829	Closed	-$7.3M	–	226
2023 Q1	$7.3M	Hold	157,829	–	–	0.4%	57
2022 Q4	$7.39M	Sell	157,829 -6,883	-4%	-$305K	0.39%	59
2022 Q3	$6.55M	Sell	164,712 -7,273	-4%	-$326K	0.38%	60
2022 Q2	$7.88M	Buy	+171,985	New	+$8.57M	0.44%	55

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Unigestion Holding's SLF Position: Q1 2025 in Review

Unigestion Holding increased its Sun Life Financial (SLF) stake by 44% in Q1 2025, buying an estimated $6.1M and bringing the position to 349,270 shares worth $20M. The position accounts for 1.17% of the portfolio, ranked #25.

Unigestion Holding first reported a position in SLF in Q2 2022 and has held it in 8 quarters since. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

Unigestion Holding held 349,270 shares of Sun Life Financial worth $20M as of Q1 2025.
Unigestion Holding bought 107,109 Sun Life Financial shares in Q1 2025, an estimated $6.1M.
Sun Life Financial made up 1.17% of Unigestion Holding's portfolio in Q1 2025, its #25 holding.
Unigestion Holding first reported a position in Sun Life Financial in Q2 2022 and has held it in 8 quarters since.
421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.