Unison Advisors’s Sun Life Financial SLF Stock Holding History

Unison Advisors’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
2023 Q4	–	Sell	-43,643	Closed	-$2.13M	–	187
2023 Q3	$2.13M	Buy	43,643 +365	+0.8%	+$18.3K	0.25%	54
2023 Q2	$2.26M	Buy	43,278 +400	+0.9%	+$19.7K	0.25%	53
2023 Q1	$2M	Buy	42,878 +400	+0.9%	+$19.3K	0.22%	59
2022 Q4	$1.97M	Buy	42,478 +425	+1%	+$18.8K	0.26%	58
2022 Q3	$1.67M	Buy	42,053 +350	+0.8%	+$15.7K	0.31%	58
2022 Q2	$1.91M	Buy	41,703 +293	+0.7%	+$14.6K	0.49%	51
2022 Q1	$2.31M	Hold	41,410	–	–	0.56%	48
2021 Q4	$2.31M	Buy	41,410 +285	+0.7%	+$15.8K	0.56%	46
2021 Q3	$2.12M	Buy	41,125 +302	+0.7%	+$15.5K	0.53%	48
2021 Q2	$2.1M	Buy	40,823 +300	+0.7%	+$15.8K	0.39%	60
2021 Q1	$2.05M	Buy	40,523 +311	+0.8%	+$15.2K	0.39%	62
2020 Q4	$1.79M	Buy	40,212 +330	+0.8%	+$14.3K	0.4%	61
2020 Q3	$1.62M	Buy	39,882 +365	+0.9%	+$14.8K	0.47%	58
2020 Q2	$1.45M	Buy	39,517 +403	+1%	+$13.9K	0.49%	63
2020 Q1	$1.25M	Buy	39,114 +274	+0.7%	+$11.7K	1.35%	23
2019 Q4	$1.77M	Buy	38,840 +4,186	+12%	+$188K	1.28%	17
2019 Q3	$1.55M	Buy	34,654 +255	+0.7%	+$10.7K	1.19%	23
2019 Q2	$1.42M	Hold	34,399	–	–	1.07%	31
2019 Q1	$1.32M	Buy	34,399 +312	+0.9%	+$11.5K	0.98%	36
2018 Q4	$1.13M	Buy	+34,087	New	+$1.23M	0.9%	41

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Unison Advisors's SLF Position: Q4 2023 in Review

Unison Advisors sold out of Sun Life Financial (SLF) in Q4 2023, closing a stake of 43,643 shares — an estimated $2.13M sold.

Unison Advisors first reported a position in SLF in Q4 2018 and held it in 20 quarters. The position peaked at $2.31M in Q1 2022. 398 funds tracked by Wall St. Rank hold SLF as of Q4 2023.

Unison Advisors reported no remaining Sun Life Financial position as of Q4 2023 after selling out during the quarter.
Unison Advisors sold 43,643 Sun Life Financial shares in Q4 2023, an estimated $2.13M.
Unison Advisors first reported a position in Sun Life Financial in Q4 2018 and held it in 20 quarters.
Unison Advisors's Sun Life Financial position peaked at $2.31M in Q1 2022.
398 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2023.

Based on Unison Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.