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Voisard Asset Management Group’s Sun Life Financial SLF Stock Holding History

Voisard Asset Management Group’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
2024
Q4 		– Sell
-501
Closed -$29.1K – 555
2024
Q3 		$29.1K Hold
501
– – 0.01% 232
2024
Q2 		$24.5K Hold
501
– – 0.01% 206
2024
Q1 		$27.3K Hold
501
– – 0.02% 175
2023
Q4 		$26K Buy
+501
New +$24.7K 0.02% 187

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Voisard Asset Management Group's SLF Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Sun Life Financial (SLF) in Q4 2024, closing a stake of 501 shares — an estimated $29.1K sold.

Voisard Asset Management Group first reported a position in SLF in Q4 2023 and held it in 4 quarters. The position peaked at $29.1K in Q3 2024. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Sun Life Financial position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 501 Sun Life Financial shares in Q4 2024, an estimated $29.1K.
  • Voisard Asset Management Group first reported a position in Sun Life Financial in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's Sun Life Financial position peaked at $29.1K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.