Whittier Trust’s Sun Life Financial SLF Stock Holding History

Whittier Trust’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	-183	Closed	-$10.6K	–	1603
2024 Q3	$10.6K	Sell	183 -862	-82%	-$45.1K	﹤0.01%	1255
2024 Q2	$51.2K	Buy	1,045 +183	+21%	+$9.29K	﹤0.01%	905
2024 Q1	$47K	Hold	862	–	–	﹤0.01%	949
2023 Q4	$44.7K	Hold	862	–	–	﹤0.01%	941
2023 Q3	$42.1K	Hold	862	–	–	﹤0.01%	960
2023 Q2	$44.9K	Hold	862	–	–	﹤0.01%	956
2023 Q1	$40.3K	Hold	862	–	–	﹤0.01%	1005
2022 Q4	$40K	Hold	862	–	–	﹤0.01%	1001
2022 Q3	$34K	Hold	862	–	–	﹤0.01%	1047
2022 Q2	$39K	Sell	862 -63	-7%	-$3.14K	﹤0.01%	1013
2022 Q1	$52K	Sell	925 -728	-44%	-$40.1K	﹤0.01%	966
2021 Q4	$92K	Sell	1,653 -1,140	-41%	-$63K	﹤0.01%	844
2021 Q3	$144K	Buy	+2,793	New	+$144K	﹤0.01%	704

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Whittier Trust's SLF Position: Q4 2024 in Review

Whittier Trust sold out of Sun Life Financial (SLF) in Q4 2024, closing a stake of 183 shares — an estimated $10.6K sold.

Whittier Trust first reported a position in SLF in Q3 2021 and held it in 13 quarters. The position peaked at $144K in Q3 2021. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2024.

Whittier Trust reported no remaining Sun Life Financial position as of Q4 2024 after selling out during the quarter.
Whittier Trust sold 183 Sun Life Financial shares in Q4 2024, an estimated $10.6K.
Whittier Trust first reported a position in Sun Life Financial in Q3 2021 and held it in 13 quarters.
Whittier Trust's Sun Life Financial position peaked at $144K in Q3 2021.
441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.