Sun Life Financial shares owned by Creative Planning
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Sun Life Financial
Tip: Access up to 7 years of quarterly data
All positions including Sun Life Financial held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sun Life Financial by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 80k | 60.03 |
| 2025-06-30 | $4.5M | 68k | 66.45 |
| 2025-03-31 | $3.4M | 60k | 57.26 |
| 2024-12-31 | $3.4M | 57k | 59.34 |
| 2024-09-30 | $2.8M | 49k | 58.02 |
| 2024-06-30 | $2.3M | 48k | 48.99 |
| 2024-03-31 | $2.0M | 36k | 54.58 |
| 2023-12-31 | $1.7M | 33k | 51.86 |
| 2023-09-30 | $1.5M | 31k | 48.80 |
| 2023-06-30 | $1.8M | 34k | 52.12 |
| 2023-03-31 | $1.0M | 22k | 46.70 |
| 2022-12-31 | $757k | 16k | 46.42 |
| 2022-09-30 | $568k | 14k | 39.74 |
| 2022-06-30 | $437k | 9.5k | 45.84 |
| 2022-03-31 | $447k | 8.0k | 55.80 |
| 2021-12-31 | $420k | 7.5k | 55.64 |
| 2021-09-30 | $411k | 8.0k | 51.45 |
| 2021-06-30 | $385k | 7.5k | 51.54 |
| 2021-03-31 | $589k | 12k | 50.52 |
| 2020-12-31 | $457k | 10k | 44.43 |
| 2020-09-30 | $584k | 14k | 40.71 |
| 2020-06-30 | $340k | 9.3k | 36.76 |
| 2020-03-31 | $254k | 7.9k | 32.09 |
| 2019-12-31 | $363k | 8.0k | 45.62 |
| 2019-09-30 | $357k | 8.0k | 44.87 |
| 2019-06-30 | $331k | 8.0k | 41.32 |
| 2019-03-31 | $286k | 7.5k | 38.35 |
| 2018-12-31 | $394k | 12k | 33.16 |
| 2018-09-30 | $474k | 12k | 39.76 |
| 2018-06-30 | $477k | 12k | 40.12 |
| 2018-03-31 | $488k | 12k | 41.16 |
| 2017-12-31 | $491k | 12k | 41.25 |
| 2017-09-30 | $433k | 11k | 39.82 |
| 2017-06-30 | $355k | 9.9k | 35.77 |
| 2017-03-31 | $363k | 9.9k | 36.58 |
| 2016-12-31 | $381k | 9.9k | 38.39 |
| 2016-09-30 | $280k | 8.6k | 32.58 |
| 2016-06-30 | $230k | 7.0k | 32.86 |
| 2016-03-31 | $226k | 7.0k | 32.29 |
| 2015-12-31 | $253k | 8.1k | 31.17 |
| 2015-09-30 | $83k | 2.6k | 32.27 |
| 2015-03-31 | $61k | 2.0k | 30.93 |
| 2014-12-31 | $55k | 1.5k | 35.85 |
| 2014-09-30 | $56k | 1.5k | 36.51 |
| 2014-06-30 | $57k | 1.5k | 36.85 |
| 2014-03-31 | $46k | 1.3k | 34.41 |
| 2013-12-31 | $51k | 1.4k | 35.64 |
| 2013-09-30 | $24k | 741 | 32.39 |
| 2013-06-30 | $999 | 41 | 24.39 |
| 2012-12-31 | $999 | 41 | 24.39 |
| 2012-09-30 | $15k | 641 | 23.40 |
| 2012-06-30 | $10k | 441 | 22.68 |
| 2011-12-31 | $999 | 41 | 24.39 |