Envestnet Asset Management »

Sun Life Financial shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Sun Life Financial

Tip: Access up to 7 years of quarterly data

All positions including Sun Life Financial held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sun Life Financial by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 23k 48.99
2024-03-31 $5.5M 101k 54.58
2023-09-30 $2.4M 48k 48.80
2023-06-30 $2.3M 45k 52.12
2023-03-31 $2.1M 45k 46.70
2022-12-31 $1.0M 22k 46.42
2022-09-30 $927k 23k 39.75
2022-06-30 $1.2M 25k 45.83
2022-03-31 $1.4M 25k 55.84
2021-12-31 $1.2M 21k 55.68
2021-09-30 $1.1M 20k 51.45
2021-06-30 $717k 14k 51.53
2021-03-31 $1.4M 27k 50.54
2020-12-31 $1.0M 23k 44.48
2020-09-30 $840k 21k 40.73
2020-06-30 $842k 23k 36.77
2020-03-31 $876k 27k 32.08
2019-12-31 $1.1M 24k 45.58
2019-09-30 $1.1M 24k 44.80
2019-06-30 $959k 23k 41.35
2019-03-31 $535k 14k 38.39
2018-12-31 $623k 19k 33.18
2018-06-30 $41k 1.0k 40.63
2018-03-31 $40k 987 40.53
2017-12-31 $25k 609 41.05
2017-09-30 $23k 581 39.59
2017-06-30 $31k 868 35.71
2017-03-31 $4.0k 104 38.46
2016-12-31 $4.0k 112 35.71
2016-03-31 $68k 2.1k 32.17
2014-12-31 $2.0k 44 45.45
2014-09-30 $2.0k 44 45.45
2014-03-31 $6.0k 175 34.29
2013-12-31 $265k 7.5k 35.29
2013-09-30 $243k 7.6k 32.04
2013-06-30 $230k 7.8k 29.65

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Envestnet Asset Management

Top funds holding Sun Life Financial

Royal Bank of Canada
Vanguard Group
TD Asset Management
Mackenzie Financial
Goodman & Company, Investment Counsel
Beutel, Goodman & Company
Manufacturers Life Insurance Company
CIBC World Markets
Toronto-Dominion Bank
CIBC Global Asset Management
Federation des caisses Desjardins du Quebec
Connor, Clark & Lunn Investment Management
National Bank Of Canada /fi/
Goldman Sachs Group
Jpmorgan Chase & Co

View all funds holding Sun Life Financial