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Sun Life Financial shares owned by Waldron

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

Historical chart of Waldron investment in Sun Life Financial

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

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Quarterly reported holdings in Sun Life Financial by Waldron

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 186 58.02

More positions owned by Waldron

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Stryker Corporation (SYK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr National Mun Etf (MUB)

View all positions for Waldron

Top funds holding Sun Life Financial

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

View all funds holding Sun Life Financial