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Vident Investment Advisory’s Sun Life Financial SLF Stock Holding History

Vident Investment Advisory’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
-38,261
Closed -$1.99M – 889
2023
Q2 		$1.99M Sell
38,261
-16,587
-30% -$815K 0.07% 314
2023
Q1 		$2.56M Buy
54,848
+40,056
+271% +$1.93M 0.08% 261
2022
Q4 		$686K Buy
14,792
+5,309
+56% +$235K 0.03% 601
2022
Q3 		$368K Sell
9,483
-4
-0% -$179 0.01% 851
2022
Q2 		$435K Sell
9,487
-2,207
-19% -$110K 0.01% 901
2022
Q1 		$653K Buy
11,694
+2,066
+21% +$114K 0.02% 844
2021
Q4 		$537K Buy
9,628
+7
+0.1% +$387 0.01% 900
2021
Q3 		$495K Sell
9,621
-46,356
-83% -$2.38M 0.02% 884
2021
Q2 		$2.89M Buy
55,977
+253
+0.5% +$13.4K 0.09% 258
2021
Q1 		$2.82M Buy
55,724
+5,662
+11% +$277K 0.09% 219
2020
Q4 		$2.22M Sell
50,062
-4,361
-8% -$189K 0.09% 234
2020
Q3 		$2.21M Sell
54,423
-3,017
-5% -$122K 0.11% 181
2020
Q2 		$2.1M Sell
57,440
-14,796
-20% -$509K 0.11% 179
2020
Q1 		$2.3M Buy
72,236
+1,812
+3% +$77.6K 0.15% 141
2019
Q4 		$3.22M Buy
+70,424
New +$3.17M 0.2% 94
2019
Q1 		– Sell
-73,578
Closed -$2.44M – 801
2018
Q4 		$2.44M Sell
73,578
-2,844
-4% -$103K 0.14% 180
2018
Q3 		$3.04M Sell
76,422
-6,715
-8% -$269K 0.12% 233
2018
Q2 		$3.34M Buy
83,137
+1,365
+2% +$56.5K 0.13% 195
2018
Q1 		$3.34M Buy
+81,772
New +$3.45M 0.14% 187
2017
Q3 		– Sell
-75,876
Closed -$2.71M – 764
2017
Q2 		$2.71M Buy
75,876
+2,874
+4% +$99.1K 0.22% 122
2017
Q1 		$2.66M Sell
73,002
-7,328
-9% -$278K 0.26% 110
2016
Q4 		$3.08M Sell
80,330
-5,472
-6% -$198K 0.37% 62
2016
Q3 		$2.79M Sell
85,802
-2,119
-2% -$68.1K 0.37% 49
2016
Q2 		$2.88M Sell
87,921
-87,711
-50% -$2.94M 0.4% 48
2016
Q1 		$5.66M Buy
+175,632
New +$5.16M 0.35% 47

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
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
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Vident Investment Advisory's SLF Position: Q3 2023 in Review

Vident Investment Advisory sold out of Sun Life Financial (SLF) in Q3 2023, closing a stake of 38,261 shares — an estimated $1.99M sold.

Vident Investment Advisory first reported a position in SLF in Q1 2016 and held it in 25 quarters. The position peaked at $5.66M in Q1 2016. 379 funds tracked by Wall St. Rank hold SLF as of Q3 2023.

  • Vident Investment Advisory reported no remaining Sun Life Financial position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 38,261 Sun Life Financial shares in Q3 2023, an estimated $1.99M.
  • Vident Investment Advisory first reported a position in Sun Life Financial in Q1 2016 and held it in 25 quarters.
  • Vident Investment Advisory's Sun Life Financial position peaked at $5.66M in Q1 2016.
  • 379 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.