Welch & Forbes’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,977
| Closed | -$364K | – | 378 |
|
|
2023
Q2 | $364K | Sell |
6,977
-44
| -0.6% | -$2.16K | 0.01% | 310 |
|
|
2023
Q1 | $328K | Buy |
7,021
+44
| +0.6% | +$2.12K | 0.01% | 321 |
|
|
2022
Q4 | $324K | Hold |
6,977
| – | – | 0.01% | 319 |
|
|
2022
Q3 | $278K | Hold |
6,977
| – | – | 0.01% | 330 |
|
|
2022
Q2 | $319K | Hold |
6,977
| – | – | 0.01% | 322 |
|
|
2022
Q1 | $390K | Hold |
6,977
| – | – | 0.01% | 311 |
|
|
2021
Q4 | $389K | Hold |
6,977
| – | – | 0.01% | 311 |
|
|
2021
Q3 | $359K | Hold |
6,977
| – | – | 0.01% | 323 |
|
|
2021
Q2 | $360K | Hold |
6,977
| – | – | 0.01% | 326 |
|
|
2021
Q1 | $353K | Hold |
6,977
| – | – | 0.01% | 323 |
|
|
2020
Q4 | $310K | Sell |
6,977
-1,200
| -15% | -$52K | 0.01% | 332 |
|
|
2020
Q3 | $333K | Hold |
8,177
| – | – | 0.01% | 292 |
|
|
2020
Q2 | $300K | Hold |
8,177
| – | – | 0.01% | 300 |
|
|
2020
Q1 | $263K | Hold |
8,177
| – | – | 0.01% | 293 |
|
|
2019
Q4 | $372K | Hold |
8,177
| – | – | 0.01% | 284 |
|
|
2019
Q3 | $366K | Hold |
8,177
| – | – | 0.01% | 290 |
|
|
2019
Q2 | $338K | Hold |
8,177
| – | – | 0.01% | 292 |
|
|
2019
Q1 | $314K | Hold |
8,177
| – | – | 0.01% | 299 |
|
|
2018
Q4 | $272K | Hold |
8,177
| – | – | 0.01% | 301 |
|
|
2018
Q3 | $325K | Hold |
8,177
| – | – | 0.01% | 299 |
|
|
2018
Q2 | $329K | Hold |
8,177
| – | – | 0.01% | 294 |
|
|
2018
Q1 | $336K | Hold |
8,177
| – | – | 0.01% | 292 |
|
|
2017
Q4 | $338K | Hold |
8,177
| – | – | 0.01% | 279 |
|
|
2017
Q3 | $326K | Buy |
8,177
+117
| +1% | +$4.46K | 0.01% | 279 |
|
|
2017
Q2 | $288K | Hold |
8,060
| – | – | 0.01% | 297 |
|
|
2017
Q1 | $295K | Hold |
8,060
| – | – | 0.01% | 292 |
|
|
2016
Q4 | $310K | Hold |
8,060
| – | – | 0.01% | 286 |
|
|
2016
Q3 | $262K | Hold |
8,060
| – | – | 0.01% | 264 |
|
|
2016
Q2 | $265K | Hold |
8,060
| – | – | 0.01% | 296 |
|
|
2016
Q1 | $260K | Hold |
8,060
| – | – | 0.01% | 297 |
|
|
2015
Q4 | $251K | Hold |
8,060
| – | – | 0.01% | 289 |
|
|
2015
Q3 | $260K | Hold |
8,060
| – | – | 0.01% | 298 |
|
|
2015
Q2 | $269K | Hold |
8,060
| – | – | 0.01% | 295 |
|
|
2015
Q1 | $248K | Hold |
8,060
| – | – | 0.01% | 303 |
|
|
2014
Q4 | $291K | Hold |
8,060
| – | – | 0.01% | 307 |
|
|
2014
Q3 | $292K | Hold |
8,060
| – | – | 0.01% | 301 |
|
|
2014
Q2 | $296K | Hold |
8,060
| – | – | 0.01% | 285 |
|
|
2014
Q1 | $279K | Hold |
8,060
| – | – | 0.01% | 294 |
|
|
2013
Q4 | $285K | Hold |
8,060
| – | – | 0.01% | 281 |
|
|
2013
Q3 | $258K | Hold |
8,060
| – | – | 0.01% | 304 |
|
|
2013
Q2 | $239K | Buy |
+8,060
| New | +$229K | 0.01% | 291 |
|
Other funds holding SLF
BGC
Welch & Forbes's SLF Position: Q3 2023 in Review
Welch & Forbes sold out of Sun Life Financial (SLF) in Q3 2023, closing a stake of 6,977 shares — an estimated $364K sold.
Welch & Forbes first reported a position in SLF in Q2 2013 and held it in 41 quarters. The position peaked at $390K in Q1 2022. 379 funds tracked by Wall St. Rank hold SLF as of Q3 2023.
- Welch & Forbes reported no remaining Sun Life Financial position as of Q3 2023 after selling out during the quarter.
- Welch & Forbes sold 6,977 Sun Life Financial shares in Q3 2023, an estimated $364K.
- Welch & Forbes first reported a position in Sun Life Financial in Q2 2013 and held it in 41 quarters.
- Welch & Forbes's Sun Life Financial position peaked at $390K in Q1 2022.
- 379 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2023.
Based on Welch & Forbes's 13F filing for Q3 2023, filed 3 Nov 2023.