Veritable’s Sun Life Financial SLF Stock Holding History

Veritable’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 Q3	–	Sell	-4,602	Closed	-$240K	–	671
2023 Q2	$240K	Hold	4,602	–	–	﹤0.01%	778
2023 Q1	$215K	Hold	4,602	–	–	﹤0.01%	816
2022 Q4	$214K	Buy	+4,602	New	+$204K	﹤0.01%	790
2022 Q3	–	Sell	-4,602	Closed	-$211K	–	884
2022 Q2	$211K	Hold	4,602	–	–	﹤0.01%	798
2022 Q1	$257K	Hold	4,602	–	–	﹤0.01%	773
2021 Q4	$256K	Hold	4,602	–	–	﹤0.01%	776
2021 Q3	$237K	Hold	4,602	–	–	﹤0.01%	781
2021 Q2	$237K	Buy	+4,602	New	+$243K	﹤0.01%	767
2015 Q2	–	Sell	-6,712	Closed	-$207K	–	856
2015 Q1	$207K	Hold	6,712	–	–	﹤0.01%	874
2014 Q4	$242K	Hold	6,712	–	–	0.01%	820
2014 Q3	$243K	Hold	6,712	–	–	0.01%	841
2014 Q2	$246K	Hold	6,712	–	–	0.01%	823
2014 Q1	$232K	Hold	6,712	–	–	0.01%	810
2013 Q4	$237K	Hold	6,712	–	–	0.01%	790
2013 Q3	$215K	Sell	6,712 -11,921	-64%	-$379K	0.01%	844
2013 Q2	$552K	Buy	+18,633	New	+$530K	0.01%	545

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

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

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

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

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

BGC

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Veritable's SLF Position: Q3 2023 in Review

Veritable sold out of Sun Life Financial (SLF) in Q3 2023, closing a stake of 4,602 shares — an estimated $240K sold.

Veritable first reported a position in SLF in Q2 2013 and held it in 16 quarters. The position peaked at $552K in Q2 2013. 379 funds tracked by Wall St. Rank hold SLF as of Q3 2023.

Veritable reported no remaining Sun Life Financial position as of Q3 2023 after selling out during the quarter.
Veritable sold 4,602 Sun Life Financial shares in Q3 2023, an estimated $240K.
Veritable first reported a position in Sun Life Financial in Q2 2013 and held it in 16 quarters.
Veritable's Sun Life Financial position peaked at $552K in Q2 2013.
379 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.