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Sun Life Financial shares owned by Dorchester Wealth Management

Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Dorchester Wealth Management from 13F filings

Historical chart of Dorchester Wealth Management investment in Sun Life Financial

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All positions including Sun Life Financial held by Dorchester Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sun Life Financial by Dorchester Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 40k 51.96
2023-09-30 $2.0M 40k 49.02
2023-06-30 $2.1M 41k 52.16
2023-03-31 $2.0M 43k 46.66
2022-12-31 $1.8M 39k 46.40
2022-09-30 $1.7M 43k 39.72
2022-06-30 $2.0M 43k 45.78
2022-03-31 $1.7M 31k 55.87
2021-12-31 $1.7M 31k 55.55
2021-09-30 $1.6M 31k 51.11
2021-06-30 $1.7M 33k 51.57
2021-03-31 $1.8M 35k 50.51
2020-12-31 $1.6M 37k 44.46
2020-09-30 $1.5M 37k 40.68
2020-06-30 $1.4M 39k 36.60
2020-03-31 $1.3M 40k 31.91
2019-12-31 $1.8M 40k 45.58
2019-09-30 $1.8M 41k 44.73
2019-06-30 $1.7M 42k 41.43
2019-03-31 $1.7M 45k 38.42
2018-12-31 $1.5M 47k 33.19
2018-09-30 $1.8M 46k 39.66
2018-06-30 $1.3M 33k 40.13
2018-03-31 $1.4M 34k 41.04
2017-12-31 $1.4M 34k 41.36
2017-09-30 $1.4M 36k 39.81
2017-06-30 $1.3M 36k 35.72
2017-03-31 $1.3M 36k 36.49
2016-12-31 $1.4M 36k 38.39
2016-09-30 $1.2M 37k 32.56
2016-06-30 $1.4M 42k 32.85
2016-03-31 $1.3M 42k 32.25
2015-12-31 $1.3M 43k 31.17
2015-09-30 $1.5M 46k 32.25
2015-06-30 $1.5M 46k 33.38

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View all positions for Dorchester Wealth Management

Top funds holding Sun Life Financial

Royal Bank of Canada
Vanguard Group
TD Asset Management
Mackenzie Financial
Bank Of Montreal
Beutel, Goodman & Company
Bank of Nova Scotia
Norges Bank Investment Management
National Bank Of Canada /fi/
Legal & General Group
Connor, Clark & Lunn Investment Management
Bank of America Corporation
Scotia Capital
Letko, Brosseau & Associates
Jpmorgan Chase & Co

View all funds holding Sun Life Financial