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Wambolt & Associates’s Sun Life Financial SLF Stock Holding History

Wambolt & Associates’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
-3,667
Closed -$213K – 199
2024
Q3 		$213K Sell
3,667
-2,963
-45% -$155K 0.06% 192
2024
Q2 		$323K Sell
6,630
-1,095
-14% -$55.6K 0.09% 162
2024
Q1 		$417K Sell
7,725
-9,934
-56% -$526K 0.12% 153
2023
Q4 		$916K Sell
17,659
-4,823
-21% -$237K 0.3% 110
2023
Q3 		$1.08M Sell
22,482
-1,634
-7% -$81.9K 0.39% 89
2023
Q2 		$1.26M Sell
24,116
-344
-1% -$16.9K 0.45% 84
2023
Q1 		$1.16M Sell
24,460
-271
-1% -$13K 0.41% 90
2022
Q4 		$1.15M Buy
24,731
+211
+0.9% +$9.34K 0.44% 86
2022
Q3 		$975K Sell
24,520
-150
-0.6% -$6.72K 0.41% 93
2022
Q2 		$1.13M Buy
24,670
+1,968
+9% +$98K 0.45% 85
2022
Q1 		$1.27M Buy
22,702
+1,878
+9% +$103K 0.46% 82
2021
Q4 		$1.16M Buy
20,824
+2,147
+11% +$119K 0.42% 87
2021
Q3 		$961K Buy
18,677
+1,933
+12% +$99.4K 0.39% 95
2021
Q2 		$867K Buy
16,744
+3,739
+29% +$198K 0.37% 95
2021
Q1 		$664K Buy
13,005
+3,888
+43% +$190K 0.35% 102
2020
Q4 		$405K Buy
9,117
+921
+11% +$39.9K 0.24% 135
2020
Q3 		$334K Buy
8,196
+762
+10% +$30.8K 0.25% 138
2020
Q2 		$273K Buy
7,434
+31
+0.4% +$1.06K 0.21% 151
2020
Q1 		$238K Sell
7,403
-443
-6% -$19K 0.25% 136
2019
Q4 		$358K Buy
7,846
+1,193
+18% +$53.7K 0.27% 118
2019
Q3 		$298K Sell
6,653
-282
-4% -$11.8K 0.25% 127
2019
Q2 		$287K Buy
+6,935
New +$279K 0.24% 128

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

Wambolt & Associates's SLF Position: Q4 2024 in Review

Wambolt & Associates sold out of Sun Life Financial (SLF) in Q4 2024, closing a stake of 3,667 shares — an estimated $213K sold.

Wambolt & Associates first reported a position in SLF in Q2 2019 and held it in 22 quarters. The position peaked at $1.27M in Q1 2022. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2024.

  • Wambolt & Associates reported no remaining Sun Life Financial position as of Q4 2024 after selling out during the quarter.
  • Wambolt & Associates sold 3,667 Sun Life Financial shares in Q4 2024, an estimated $213K.
  • Wambolt & Associates first reported a position in Sun Life Financial in Q2 2019 and held it in 22 quarters.
  • Wambolt & Associates's Sun Life Financial position peaked at $1.27M in Q1 2022.
  • 441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2024.

Based on Wambolt & Associates's 13F filing for Q4 2024, filed 12 Feb 2025.