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Sun Life Financial shares owned by TruNorth Capital Management

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

Historical chart of TruNorth Capital Management investment in Sun Life Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sun Life Financial by TruNorth Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $19k 330 58.02
2024-06-30 $16k 330 48.99
2024-03-31 $18k 330 54.58

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Stryker Corporation (SYK)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for TruNorth Capital Management

Top funds holding Sun Life Financial

Royal Bank of Canada
Vanguard Group
TD Asset Management
Bank Of Montreal
Mackenzie Financial
Goodman & Company, Investment Counsel
Federation des caisses Desjardins du Quebec
Manufacturers Life Insurance Company
Beutel, Goodman & Company
CIBC World Markets
CIBC Global Asset Management
Bank of Nova Scotia
Toronto-Dominion Bank
National Bank Of Canada /fi/
FMR

View all funds holding Sun Life Financial