Sun Life Financial shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in Sun Life Financial
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Quarterly reported holdings in Sun Life Financial by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 72k | 60.03 |
| 2025-06-30 | $4.9M | 74k | 66.45 |
| 2025-03-31 | $4.3M | 75k | 57.26 |
| 2024-12-31 | $4.6M | 77k | 59.34 |
| 2024-09-30 | $4.8M | 82k | 58.02 |
| 2024-06-30 | $4.2M | 86k | 48.99 |
| 2024-03-31 | $3.4M | 62k | 54.58 |
More positions owned by Meritage Portfolio Management
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