Sun Life Financial shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Sun Life Financial
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Quarterly reported holdings in Sun Life Financial by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $116k | 2.0k | 58.02 |
| 2024-03-31 | $109k | 2.0k | 54.58 |
| 2023-09-30 | $98k | 2.0k | 48.80 |
| 2023-06-30 | $104k | 2.0k | 52.12 |
| 2023-03-31 | $93k | 2.0k | 46.70 |
| 2022-12-31 | $93k | 2.0k | 46.42 |
| 2022-06-30 | $92k | 2.0k | 46.00 |
| 2022-03-31 | $112k | 2.0k | 56.00 |
| 2021-12-31 | $111k | 2.0k | 55.50 |
| 2021-09-30 | $103k | 2.0k | 51.50 |
| 2021-06-30 | $103k | 2.0k | 51.50 |
| 2021-03-31 | $101k | 2.0k | 50.50 |
| 2020-12-31 | $89k | 2.0k | 44.50 |