SLF

Sun Life Financial Inc

Latest period2024 - Q4Total superinvestors50

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 (%)

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
0.37%
$1.201M
20,239 shares@ 59.34 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
0.02%
$616,230
10,621 shares@ 58.02 avg price
David Layden@Woodstock Corp
Recent Activity
0.06%
$572,453
9,647 shares@ 59.35 avg price
Diana H. Inman@Franklin Street Advisors Inc Nc
Recent Activity
0.04%
$498,000
8,400 shares@ 59.29 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 13.28%
0.01%
$452,000
7,622 shares@ 59.31 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$375,718
6,476 shares@ 58.02 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Increased 0.41%
0.02%
$327,011
5,708 shares@ 57.29 avg price
David Stenason@Rempart Asset Management Inc.
Recent Activity
Decreased -26.33%
0.07%
$316,054
5,335 shares@ 59.25 avg price
Debra Newman@Stonebridge Capital Management Inc
Recent Activity
0.13%
$297,000
5,000 shares@ 59.4 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
0.05%
$296,700
5,000 shares@ 59.34 avg price