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Unio Capital’s Sun Life Financial SLF Stock Holding History

Unio Capital’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
Q2 		– Sell
-5,738
Closed -$320K – 59
2022
Q1 		$320K Hold
5,738
– – 0.14% 53
2021
Q4 		$320 Sell
5,738
-34
-0.6% -$1.88K ﹤0.01% 53
2021
Q3 		$297K Sell
5,772
-1,268
-18% -$65.2K 0.13% 53
2021
Q2 		$363K Sell
7,040
-1,470
-17% -$77.7K 0.16% 44
2021
Q1 		$430K Sell
8,510
-48
-0.6% -$2.35K 0.2% 38
2020
Q4 		$380K Sell
8,558
-1,832
-18% -$79.3K 0.19% 44
2020
Q3 		$428K Buy
10,390
+765
+8% +$30.9K 0.23% 41
2020
Q2 		$354K Hold
9,625
– – 0.21% 40
2020
Q1 		$309K Buy
9,625
+3,474
+56% +$149K 0.22% 43
2019
Q4 		$280K Sell
6,151
-508
-8% -$22.9K 0.16% 58
2019
Q3 		$298K Buy
6,659
+295
+5% +$12.3K 0.19% 55
2019
Q2 		$269K Hold
6,364
– – 0.17% 56
2019
Q1 		$244K Sell
6,364
-3
-0% -$110 0.17% 64
2018
Q4 		$211K Sell
6,367
-1,893
-23% -$68.4K 0.17% 65
2018
Q3 		$328K Buy
8,260
+1,550
+23% +$62K 0.21% 48
2018
Q2 		$269K Buy
6,710
+140
+2% +$5.79K 0.2% 59
2018
Q1 		$270K Sell
6,570
-2,640
-29% -$111K 0.22% 63
2017
Q4 		$380K Buy
+9,210
New +$367K 0.32% 61

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Unio Capital's SLF Position: Q2 2022 in Review

Unio Capital sold out of Sun Life Financial (SLF) in Q2 2022, closing a stake of 5,738 shares — an estimated $320K sold.

Unio Capital first reported a position in SLF in Q4 2017 and held it in 18 quarters. The position peaked at $430K in Q1 2021. 353 funds tracked by Wall St. Rank hold SLF as of Q2 2022.

  • Unio Capital reported no remaining Sun Life Financial position as of Q2 2022 after selling out during the quarter.
  • Unio Capital sold 5,738 Sun Life Financial shares in Q2 2022, an estimated $320K.
  • Unio Capital first reported a position in Sun Life Financial in Q4 2017 and held it in 18 quarters.
  • Unio Capital's Sun Life Financial position peaked at $430K in Q1 2021.
  • 353 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2022.

Based on Unio Capital's 13F filing for Q2 2022, filed 15 Aug 2022.