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Sun Life Financial shares owned by Nicola Wealth Management

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

Historical chart of Nicola Wealth Management investment in Sun Life Financial

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

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Quarterly reported holdings in Sun Life Financial by Nicola Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 357k 60.05
2025-06-30 $18M 277k 66.53
2025-03-31 $14M 174k 82.36
2020-09-30 $6.0M 147k 40.74
2020-06-30 $5.4M 147k 36.75
2020-03-31 $6.6M 147k 45.27
2019-12-31 $8.7M 147k 59.21
2019-09-30 $9.3M 157k 59.24
2019-06-30 $11M 201k 54.23
2019-03-31 $10M 201k 51.34
2018-12-31 $12M 260k 45.29
2018-09-30 $13M 260k 51.35
2018-06-30 $12M 224k 52.83
2018-03-31 $12M 224k 52.91