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Sun Life Financial shares owned by PDS Planning

Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Sun Life Financial

Tip: Access up to 7 years of quarterly data

All positions including Sun Life Financial held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sun Life Financial by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $286k 5.2k 54.58
2023-12-31 $256k 4.9k 51.86
2023-09-30 $236k 4.8k 48.80
2023-06-30 $243k 4.7k 52.12

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS Planning

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/
CIBC Global Asset Management
Legal & General Group
Connor, Clark & Lunn Investment Management
Bank of America Corporation
Scotia Capital
Letko, Brosseau & Associates

View all funds holding Sun Life Financial