Vigilant Capital Management’s Sun Life Financial SLF Stock Holding History

Vigilant Capital Management’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 Q2	$53K	Hold	1,025	–	–	﹤0.01%	270
2023 Q1	$48K	Hold	1,025	–	–	﹤0.01%	276
2022 Q4	$48K	Hold	1,025	–	–	﹤0.01%	274
2022 Q3	$41K	Hold	1,025	–	–	﹤0.01%	304
2022 Q2	$47K	Hold	1,025	–	–	﹤0.01%	279
2022 Q1	$57K	Hold	1,025	–	–	﹤0.01%	276
2021 Q4	$57K	Buy	+1,025	New	+$56.7K	﹤0.01%	300

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

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

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

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

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

Vigilant Capital Management's SLF Position: Q2 2023 in Review

Vigilant Capital Management held its Sun Life Financial (SLF) position steady in Q2 2023 at 1,025 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Vigilant Capital Management first reported a position in SLF in Q4 2021 and has held it in 7 quarters since. The position peaked at $57K in Q1 2022. 382 funds tracked by Wall St. Rank hold SLF as of Q2 2023.

Vigilant Capital Management held 1,025 shares of Sun Life Financial worth $53K as of Q2 2023.
Vigilant Capital Management left its Sun Life Financial share count unchanged in Q2 2023.
Sun Life Financial made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #270 holding.
Vigilant Capital Management first reported a position in Sun Life Financial in Q4 2021 and has held it in 7 quarters since.
Vigilant Capital Management's Sun Life Financial position peaked at $57K in Q1 2022.
382 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.