Sun Life Financial shares owned by Engrave Wealth Partners
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Engrave Wealth Partners
from 13F filings
Historical chart of Engrave Wealth Partners investment in Sun Life Financial
Tip: Access up to 7 years of quarterly data
All positions including Sun Life Financial held by Engrave Wealth Partners 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 Engrave Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $546k | 11k | 51.86 |
| 2023-09-30 | $513k | 11k | 48.80 |
| 2023-06-30 | $548k | 11k | 52.12 |
| 2023-03-31 | $502k | 11k | 47.75 |
| 2022-12-31 | $504k | 11k | 47.90 |
| 2022-09-30 | $418k | 11k | 39.74 |
| 2022-06-30 | $482k | 11k | 45.82 |
| 2022-03-31 | $587k | 11k | 55.80 |
| 2021-12-31 | $586k | 11k | 55.71 |
| 2021-09-30 | $541k | 11k | 51.43 |
| 2021-06-30 | $774k | 15k | 51.53 |
| 2021-03-31 | $759k | 15k | 50.54 |
| 2020-12-31 | $716k | 15k | 47.67 |
| 2020-09-30 | $627k | 15k | 41.75 |
| 2020-06-30 | $426k | 12k | 36.69 |
| 2020-03-31 | $372k | 12k | 32.04 |
| 2019-12-31 | $529k | 12k | 45.56 |