ClearBridge Investments’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-41,757
| Closed | -$2.77M | – | 744 |
|
|
2025
Q2 | $2.77M | Sell |
41,757
-293
| -0.7% | -$18K | ﹤0.01% | 599 |
|
|
2025
Q1 | $2.41M | Sell |
42,050
-1,155
| -3% | -$65.8K | ﹤0.01% | 599 |
|
|
2024
Q4 | $2.56M | Buy |
43,205
+1,269
| +3% | +$74.9K | ﹤0.01% | 612 |
|
|
2024
Q3 | $2.43M | Sell |
41,936
-231,081
| -85% | -$12.1M | ﹤0.01% | 610 |
|
|
2024
Q2 | $13.4M | Sell |
273,017
-16,566
| -6% | -$841K | 0.01% | 504 |
|
|
2024
Q1 | $15.8M | Sell |
289,583
-3,365
| -1% | -$178K | 0.01% | 496 |
|
|
2023
Q4 | $15.2M | Buy |
+292,948
| New | +$14.4M | 0.01% | 503 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$4K | – | 960 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 927 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1007 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1041 |
|
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 1047 |
|
|
2019
Q1 | $4K | Sell |
100
-800
| -89% | -$29.4K | ﹤0.01% | 1040 |
|
|
2018
Q4 | $30K | Hold |
900
| – | – | ﹤0.01% | 918 |
|
|
2018
Q3 | $36K | Hold |
900
| – | – | ﹤0.01% | 941 |
|
|
2018
Q2 | $361K | Hold |
900
| – | – | ﹤0.01% | 700 |
|
|
2018
Q1 | $37K | Hold |
900
| – | – | ﹤0.01% | 887 |
|
|
2017
Q4 | $37K | Hold |
900
| – | – | ﹤0.01% | 902 |
|
|
2017
Q3 | $36K | Hold |
900
| – | – | ﹤0.01% | 922 |
|
|
2017
Q2 | $32K | Sell |
900
-251
| -22% | -$8.66K | ﹤0.01% | 950 |
|
|
2017
Q1 | $42K | Sell |
1,151
-11
| -0.9% | -$418 | ﹤0.01% | 891 |
|
|
2016
Q4 | $45K | Hold |
1,162
| – | – | ﹤0.01% | 890 |
|
|
2016
Q3 | $38K | Buy |
1,162
+3
| +0.3% | +$96 | ﹤0.01% | 886 |
|
|
2016
Q2 | $38K | Sell |
1,159
-630
| -35% | -$21.1K | ﹤0.01% | 887 |
|
|
2016
Q1 | $58K | Hold |
1,789
| – | – | ﹤0.01% | 867 |
|
|
2015
Q4 | $56K | Buy |
1,789
+389
| +28% | +$12.8K | ﹤0.01% | 912 |
|
|
2015
Q3 | $45K | Hold |
1,400
| – | – | ﹤0.01% | 970 |
|
|
2015
Q2 | $47K | Sell |
1,400
-445
| -24% | -$14.7K | ﹤0.01% | 963 |
|
|
2015
Q1 | $57K | Hold |
1,845
| – | – | ﹤0.01% | 952 |
|
|
2014
Q4 | $67K | Hold |
1,845
| – | – | ﹤0.01% | 947 |
|
|
2014
Q3 | $67K | Hold |
1,845
| – | – | ﹤0.01% | 936 |
|
|
2014
Q2 | $68K | Hold |
1,845
| – | – | ﹤0.01% | 944 |
|
|
2014
Q1 | $64K | Hold |
1,845
| – | – | ﹤0.01% | 928 |
|
|
2013
Q4 | $65K | Hold |
1,845
| – | – | ﹤0.01% | 912 |
|
|
2013
Q3 | $59K | Hold |
1,845
| – | – | ﹤0.01% | 898 |
|
|
2013
Q2 | $55K | Buy |
+1,845
| New | +$52.5K | ﹤0.01% | 893 |
|
Other funds holding SLF
FDCDDQ
ClearBridge Investments's SLF Position: Q3 2025 in Review
ClearBridge Investments sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 41,757 shares — an estimated $2.77M sold.
ClearBridge Investments first reported a position in SLF in Q2 2013 and held it in 36 quarters. The position peaked at $15.8M in Q1 2024. 432 funds tracked by Wall St. Rank hold SLF as of Q3 2025.
- ClearBridge Investments reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
- ClearBridge Investments sold 41,757 Sun Life Financial shares in Q3 2025, an estimated $2.77M.
- ClearBridge Investments first reported a position in Sun Life Financial in Q2 2013 and held it in 36 quarters.
- ClearBridge Investments's Sun Life Financial position peaked at $15.8M in Q1 2024.
- 432 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.
Based on ClearBridge Investments's 13F filing for Q3 2025, filed 13 Nov 2025.