Sun Life Financial shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Sun Life Financial
Tip: Access up to 7 years of quarterly data
All positions including Sun Life Financial held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sun Life Financial by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 18k | 61.96 |
| 2025-06-30 | $1.2M | 18k | 66.45 |
| 2025-03-31 | $1.0M | 18k | 57.26 |
| 2024-12-31 | $1.1M | 18k | 59.34 |
| 2024-09-30 | $1.1M | 18k | 58.02 |
| 2024-06-30 | $892k | 18k | 48.99 |
| 2024-03-31 | $993k | 18k | 54.58 |
| 2023-12-31 | $944k | 18k | 51.86 |
| 2023-09-30 | $888k | 18k | 48.80 |
| 2023-06-30 | $953k | 18k | 52.12 |
| 2023-03-31 | $2.5M | 36k | 70.06 |
| 2022-12-31 | $1.7M | 36k | 46.42 |
| 2022-09-30 | $716k | 18k | 39.78 |
| 2022-03-31 | $1.0M | 18k | 55.83 |
| 2021-12-31 | $1.0M | 18k | 55.67 |
| 2021-09-30 | $926k | 18k | 51.44 |
| 2021-06-30 | $928k | 18k | 51.56 |
| 2021-03-31 | $910k | 18k | 50.56 |
| 2020-12-31 | $800k | 18k | 44.44 |
| 2020-09-30 | $733k | 18k | 40.72 |
| 2020-06-30 | $662k | 18k | 36.78 |
| 2020-03-31 | $578k | 18k | 32.11 |
| 2019-12-31 | $820k | 18k | 45.56 |
| 2019-09-30 | $807k | 18k | 44.83 |
| 2019-06-30 | $744k | 18k | 41.33 |
| 2019-03-31 | $691k | 18k | 38.39 |
| 2018-12-31 | $597k | 18k | 33.17 |
| 2018-09-30 | $716k | 18k | 39.78 |
| 2018-06-30 | $723k | 18k | 40.17 |
| 2018-03-31 | $740k | 18k | 41.11 |
| 2017-12-31 | $743k | 18k | 41.28 |
| 2017-09-30 | $717k | 18k | 39.83 |
| 2017-06-30 | $644k | 18k | 35.78 |
| 2017-03-31 | $658k | 18k | 36.56 |
| 2016-12-31 | $691k | 18k | 38.39 |
| 2016-09-30 | $586k | 18k | 32.56 |
| 2016-06-30 | $591k | 18k | 32.83 |
| 2016-03-31 | $581k | 18k | 32.28 |
| 2015-12-31 | $562k | 18k | 31.22 |
| 2015-09-30 | $585k | 18k | 32.26 |
| 2015-06-30 | $603k | 18k | 33.39 |
| 2015-03-31 | $557k | 18k | 30.84 |
| 2014-12-31 | $651k | 18k | 36.05 |
| 2014-09-30 | $654k | 18k | 36.26 |
| 2014-06-30 | $662k | 18k | 36.71 |
| 2014-03-31 | $625k | 18k | 34.66 |
| 2013-12-31 | $637k | 18k | 35.32 |
| 2013-09-30 | $577k | 18k | 32.00 |
| 2013-06-30 | $534k | 18k | 29.61 |
| 2013-03-31 | $492k | 18k | 27.28 |
| 2012-12-31 | $478k | 18k | 26.51 |
| 2012-09-30 | $419k | 18k | 23.23 |
| 2012-06-30 | $392k | 18k | 21.74 |
| 2012-03-31 | $432k | 18k | 23.67 |
| 2011-12-31 | $337k | 18k | 18.54 |
| 2011-09-30 | $436k | 18k | 23.80 |