SUN Life Financial is based out of Toronto. Their last reported 13F filing for Q4 2023 included $1,654,885,000 in managed 13F securities
and a top 10 holdings concentration of 90.49%. SUN Life Financial's largest holding is SPDR S&P 500 ETF TRUST with shares held of 1,813,548. Whalewisdom has at least 99 13F filings, 88 13G filings, and 14 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2015-03-27. The notice included securities offered of Equity
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
EWY iShares MSCI South K | 5.99% |
DLR Digital Realty Trust | 1.27% |
INDA iShares MSCI India E | 0.49% |
EAF GrafTech Internation | 0.04% |
EWT iShares MSCI Taiwan | 0% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
SPY SPDR S&P 500 ETF TRU | 5.45% |
CPT Camden Property Trus | 0.55% |
QQQ Invesco QQQ Trust, S | 0.38% |
EFA iShares MSCI EAFE ET | 0.11% |
TDV ProShares S&P Techno | 0.11% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
SPY SPDR S&P 500 ETF TRU | 52.09% |
INDA iShares MSCI India E | 8.39% |
EWY iShares MSCI South K | 5.99% |
MCW Mister Car Wash Inc | 4.84% |
IGSB iShares 1-5 Year Inv | 4.68% |
2023-12-31
13F Activity
Market Value | $1.65b, Prior: $1.36b |
New Purchases | 3 stocks |
Added To | 3 stocks |
Sold out of | 3 stocks |
Reduced holdings in | 7 stocks |
Top 10 Holdings % | 90.49% |
Turnover %[1] | 25% |
Turnover Alt %[2] | 1.02% |
Time Held Top 20 | 10.85 quarters |
Time Held Top 10 | 9.7 quarters |
Time Held All | 20.33 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31