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Sun Life Financial shares owned by Private Advisor

Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Sun Life Financial

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All positions including Sun Life Financial held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sun Life Financial by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $536k 9.8k 54.58
2023-12-31 $506k 9.8k 51.86
2023-09-30 $1.5M 30k 48.80
2023-06-30 $1.7M 33k 52.47
2023-03-31 $1.6M 34k 46.70
2022-12-31 $1.0M 29k 36.25
2022-09-30 $248k 6.2k 39.70
2022-06-30 $476k 10k 45.78
2022-03-31 $578k 10k 55.66
2021-12-31 $578k 10k 55.66
2021-09-30 $801k 16k 51.46
2021-06-30 $553k 11k 51.54
2021-03-31 $542k 11k 50.56
2020-12-31 $346k 7.8k 44.42
2020-09-30 $317k 7.8k 40.78
2020-06-30 $287k 7.8k 36.78
2019-12-31 $471k 10k 45.56
2019-03-31 $301k 7.8k 38.42
2018-12-31 $273k 8.2k 33.22
2018-09-30 $305k 7.7k 39.70
2018-03-31 $224k 5.5k 41.08
2017-09-30 $288k 7.2k 39.91
2017-06-30 $268k 7.4k 36.46
2017-03-31 $294k 8.3k 35.58
2016-12-31 $438k 11k 39.64
2016-09-30 $274k 8.5k 32.42
2016-06-30 $257k 8.2k 31.47
2016-03-31 $271k 8.4k 32.33
2015-12-31 $280k 9.0k 31.19
2015-09-30 $267k 8.3k 32.18
2015-06-30 $293k 8.8k 33.35
2015-03-31 $260k 8.4k 30.88
2014-12-31 $530k 15k 36.06
2014-09-30 $519k 14k 36.27
2014-06-30 $300k 8.2k 36.68
2014-03-31 $289k 8.3k 34.62
2013-12-31 $295k 8.3k 35.34