SLF

Sun Life Financial Inc

Latest period2024 - Q4Total superinvestors50

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 50 superinvestors own shares of Sun Life Financial Inc (SLF), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Sun Life Financial Inc (SLF), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Sun Life Financial Inc (SLF) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Sun Life Financial Inc (SLF) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Andrew Mark@Qv Investors Inc. Recent Activity Increased 11.71%	8.28%	$80.261M 1.352M shares@ 59.35 avg price	Increased 11.71%
DeWayne Osborn@Cardinal Capital Management, Inc. Recent Activity Increased 29.15%	2.27%	$66.55M 1.123M shares@ 59.25 avg price	Increased 29.15%
Aaron Coholan@Jcic Asset Management Inc. Recent Activity Increased 1.87%	2.61%	$6.428M 108,325 shares@ 59.34 avg price	Increased 1.87%
Michael J. Newman@Burney Co Recent Activity Increased 0.59%	0.19%	$5.171M 87,150 shares@ 59.34 avg price	Increased 0.59%
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a. Recent Activity Increased 4.01%	0.01%	$3.863M 65,096 shares@ 59.35 avg price	Increased 4.01%
Gregory Clinton@Kraematon Investment Advisors, Inc Recent Activity Increased 0.37%	2.61%	$2.636M 44,423 shares@ 59.35 avg price	Increased 0.37%
Erin E Antill@Janney Montgomery Scott Llc Recent Activity Increased 13.28%	0.01%	$452,000 7,622 shares@ 59.31 avg price	Increased 13.28%
Janice M. Powell@Diversify Advisory Services, Llc Recent Activity Increased 0.41%	0.02%	$327,011 5,708 shares@ 57.29 avg price	Increased 0.41%
BRUCE G ALLEN@Bruce G. Allen Investments, Llc Recent Activity Increased 0.6%	0.15%	$181,996 3,067 shares@ 59.35 avg price	Increased 0.6%
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb Recent Activity Increased 3.99%	0.01%	$134,761 2,271 shares@ 59.34 avg price	Increased 3.99%