Well Done LLC’s Sun Life Financial SLF Stock Holding History

Well Done LLC’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
2026 Q1	$236K	Hold	3,771	–	–	0.03%	174
2025 Q4	$235K	Hold	3,771	–	–	0.04%	175
2025 Q3	$226K	Buy	3,771 +14	+0.4%	+$842	0.04%	168
2025 Q2	$250K	Buy	3,757 +16	+0.4%	+$981	0.05%	150
2025 Q1	$222K	Buy	3,741 +15	+0.4%	+$855	0.04%	166
2024 Q4	$216K	Hold	3,726	–	–	0.04%	169
2024 Q3	$216K	Buy	+3,726	New	+$195K	0.04%	170
2024 Q2	–	Sell	-3,708	Closed	-$202K	–	188
2024 Q1	$202K	Buy	+3,708	New	+$196K	0.04%	183
2019 Q1	–	Sell	-1,696	Closed	-$56K	–	566
2018 Q4	$56K	Buy	+1,696	New	+$61.3K	0.02%	253
2018 Q2	–	Sell	-1,696	Closed	-$70K	–	460
2018 Q1	$70K	Buy	+1,696	New	+$71.5K	0.02%	203

Other funds holding SLF

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return