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Sun Life Financial shares owned by Wellington Management Company

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

Historical chart of Wellington Management Company investment in Sun Life Financial

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

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Quarterly reported holdings in Sun Life Financial by Wellington Management Company

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.1M 118k 52.12
2023-09-30 $3.6M 74k 49.02
2023-03-31 $2.9M 61k 46.65
2022-12-31 $2.8M 60k 46.39
2021-03-31 $2.8M 55k 50.54
2020-12-31 $2.7M 61k 44.43
2020-03-31 $352k 11k 31.61
2019-12-31 $3.9M 84k 45.68
2019-09-30 $322k 7.2k 44.85
2019-06-30 $275k 6.6k 41.50
2019-03-31 $325k 8.5k 38.41
2018-12-31 $385k 12k 33.20
2018-09-30 $4.7M 118k 39.72
2018-06-30 $4.4M 109k 40.23
2018-03-31 $3.2M 77k 41.03
2017-12-31 $3.6M 86k 41.41