SLF β€” SUN LIFE FINANCIAL INC.

Ownership history in MATHER GROUP, LLC.  Β·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in SUN LIFE FINANCIAL INC. (SLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

MATHER GROUP, LLC. Γ— SLF AI Analytics

πŸ“ˆ MATHER GROUP, LLC. outperformed the S&P 500 by +2.7% annually on this SLF position. Average cost basis: $55.70. Maximum drawdown during holding period: –2.5%.

πŸ“ˆ Position Alpha vs SPY
+2.7%
annualised excess return

βœ… Outperformed SPY on this position by 2.7% ann.
4 quarters analyzed

πŸ’° Entry Quality
$55.70
+6.7% vs current ($59.41)

Best entry: $55.70 (2024 Q3)  Β·  Worst: $55.70 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–2.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

2 adds Β· 0 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SLF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 151 β€” 0% 0.00% $9K $59.41
2025 Q1 UNCHANGED 151 β€” 0% 0.00% $9K $56.11
2024 Q4 UNCHANGED 151 β€” 0% 0.00% $9K $57.53
2024 Q3 ADDED 151 +121 +403.3% 0.00% $9K $55.70
2024 Q2 UNCHANGED 30 β€” 0% 0.00% $2K $46.51
2024 Q1 INITIATED 30 β€” β€” 0.00% $2K β€”

🏒 Other funds also holding SLF

As of 2025 Q4 β€” sorted by position size

Value Partners Investments Inc. 3Y 5.39% PERISCOPE CAPITAL INC. 3Y 7Y 5.0% QV Investors Inc. 3Y 7Y 4.08% INTACT INVESTMENT MANAGEMENT INC. 3Y 7Y 3.61% LETKO, BROSSEAU & ASSOCIATES INC 3Y 7Y 3.28% KRAEMATON INVESTMENT ADVISORS, INC 3Y 2.13% NICOLA WEALTH MANAGEMENT LTD. 3Y 7Y 2.08% Cardinal Capital Management, Inc. 3Y 7Y 2.07% BCV Asset Management Inc. 1.93% Lorne Steinberg Wealth Management Inc. 3Y 1.83%
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