Sun Life Financial shares owned by AE Wealth Management
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Sun Life Financial
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Quarterly reported holdings in Sun Life Financial by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.5M | 49k | 51.39 |
| 2023-09-30 | $2.1M | 43k | 48.80 |
| 2023-06-30 | $2.2M | 43k | 52.12 |
| 2023-03-31 | $1.7M | 37k | 46.70 |
| 2022-12-31 | $1.3M | 28k | 46.42 |
| 2022-09-30 | $668k | 17k | 39.73 |
| 2022-06-30 | $741k | 16k | 45.82 |
| 2022-03-31 | $836k | 15k | 55.86 |
| 2021-12-31 | $781k | 14k | 55.67 |
| 2021-09-30 | $679k | 13k | 51.47 |
| 2021-06-30 | $620k | 12k | 51.58 |
| 2021-03-31 | $612k | 12k | 50.51 |
| 2020-12-31 | $483k | 11k | 44.42 |
| 2020-09-30 | $453k | 11k | 40.75 |
| 2020-06-30 | $407k | 11k | 36.79 |
| 2020-03-31 | $206k | 6.4k | 32.07 |
| 2019-12-31 | $282k | 6.2k | 45.65 |
| 2019-09-30 | $248k | 5.5k | 44.77 |
| 2019-06-30 | $226k | 5.5k | 41.45 |
| 2018-09-30 | $225k | 5.7k | 39.75 |