Sun Life Financial shares owned by Montrusco Bolton Investment
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Montrusco Bolton Investment
from 13F filings
Historical chart of Montrusco Bolton Investment investment in Sun Life Financial
Tip: Access up to 7 years of quarterly data
All positions including Sun Life Financial held by Montrusco Bolton Investment consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sun Life Financial by Montrusco Bolton Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $13M | 204k | 62.51 |
| 2025-09-30 | $18M | 303k | 60.06 |
| 2025-06-30 | $25M | 368k | 66.41 |
| 2025-03-31 | $20M | 352k | 57.22 |
| 2024-12-31 | $628k | 11k | 59.35 |
| 2024-09-30 | $677k | 12k | 58.07 |
| 2024-06-30 | $544k | 11k | 49.02 |
| 2024-03-31 | $34M | 627k | 54.62 |
| 2023-12-31 | $33M | 633k | 52.12 |
| 2023-09-30 | $32M | 643k | 49.02 |
| 2023-06-30 | $37M | 701k | 52.19 |
| 2023-03-31 | $22M | 480k | 46.65 |
| 2022-12-31 | $23M | 490k | 46.39 |
| 2022-09-30 | $29M | 729k | 39.98 |
| 2022-06-30 | $34M | 738k | 45.72 |
| 2022-03-31 | $51M | 906k | 55.88 |
| 2021-12-31 | $42M | 755k | 55.74 |
| 2021-09-30 | $42M | 812k | 51.47 |
| 2021-06-30 | $43M | 832k | 51.62 |
| 2021-03-31 | $35M | 683k | 50.53 |
| 2020-12-31 | $32M | 711k | 44.43 |
| 2020-09-30 | $47M | 1.2M | 40.62 |
| 2020-06-30 | $44M | 1.1M | 38.98 |
| 2020-03-31 | $5.6M | 176k | 31.80 |
| 2019-12-31 | $21M | 456k | 45.66 |
| 2019-09-30 | $21M | 462k | 44.96 |
| 2019-06-30 | $19M | 451k | 41.50 |
| 2019-03-31 | $32M | 782k | 41.38 |
| 2018-12-31 | $60M | 1.8M | 33.16 |
| 2018-09-30 | $71M | 1.8M | 39.73 |
| 2018-06-30 | $84M | 2.1M | 40.16 |
| 2018-03-31 | $94M | 2.3M | 41.04 |
| 2017-12-31 | $95M | 2.3M | 41.41 |
| 2017-09-30 | $92M | 2.3M | 39.73 |
| 2017-06-30 | $84M | 2.3M | 35.70 |
| 2017-03-31 | $98M | 2.7M | 36.41 |
| 2016-12-31 | $109M | 2.8M | 38.44 |
| 2015-12-31 | $4.8M | 156k | 31.06 |
| 2013-12-31 | $1.3M | 36k | 35.32 |
| 2012-12-31 | $17M | 638k | 26.48 |
| 2012-09-30 | $1.5M | 63k | 23.20 |
| 2011-03-31 | $214k | 6.8k | 31.38 |
More positions owned by Montrusco Bolton Investment
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