Geode Capital Management’s Sun Life Financial SLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312M Buy
4,625,675
+750,768
+19% +$50.6M 0.02% 527
2025
Q1
$226M Buy
3,874,907
+407,632
+12% +$23.8M 0.02% 595
2024
Q4
$210M Buy
3,467,275
+812,689
+31% +$49.2M 0.02% 625
2024
Q3
$156M Buy
2,654,586
+207,832
+8% +$12.2M 0.01% 728
2024
Q2
$121M Buy
2,446,754
+109,709
+5% +$5.45M 0.01% 804
2024
Q1
$129M Buy
2,337,045
+107,162
+5% +$5.91M 0.01% 774
2023
Q4
$116M Buy
2,229,883
+89,068
+4% +$4.65M 0.01% 777
2023
Q3
$105M Buy
2,140,815
+58,647
+3% +$2.88M 0.01% 761
2023
Q2
$109M Buy
2,082,168
+139,585
+7% +$7.32M 0.01% 743
2023
Q1
$91.5M Buy
1,942,583
+68,097
+4% +$3.21M 0.01% 796
2022
Q4
$87.6M Sell
1,874,486
-14,013
-0.7% -$655K 0.01% 788
2022
Q3
$75.8M Buy
1,888,499
+152,333
+9% +$6.12M 0.01% 813
2022
Q2
$80M Buy
1,736,166
+53,441
+3% +$2.46M 0.01% 814
2022
Q1
$94.1M Buy
1,682,725
+69,217
+4% +$3.87M 0.01% 810
2021
Q4
$89.7M Buy
1,613,508
+98,382
+6% +$5.47M 0.01% 903
2021
Q3
$77.8M Buy
1,515,126
+167,532
+12% +$8.61M 0.01% 953
2021
Q2
$69.4M Buy
1,347,594
+147,404
+12% +$7.59M 0.01% 1034
2021
Q1
$60.5M Buy
1,200,190
+94,129
+9% +$4.75M 0.01% 1082
2020
Q4
$49.2M Buy
1,106,061
+53,342
+5% +$2.37M 0.01% 1105
2020
Q3
$43.2M Buy
1,052,719
+27,022
+3% +$1.11M 0.01% 996
2020
Q2
$38.1M Buy
1,025,697
+73,458
+8% +$2.73M 0.01% 1046
2020
Q1
$31M Buy
952,239
+74,612
+9% +$2.43M 0.01% 1021
2019
Q4
$40.3M Buy
877,627
+97,717
+13% +$4.48M 0.01% 1082
2019
Q3
$35.2M Buy
779,910
+752,474
+2,743% +$33.9M 0.01% 1096
2019
Q2
$1.14M Buy
27,436
+2,875
+12% +$119K ﹤0.01% 3199
2019
Q1
$943K Sell
24,561
-1,073
-4% -$41.2K ﹤0.01% 3182
2018
Q4
$850K Buy
25,634
+12,039
+89% +$399K ﹤0.01% 3163
2018
Q3
$540K Buy
13,595
+2,418
+22% +$96K ﹤0.01% 3433
2018
Q2
$448K Sell
11,177
-371,707
-97% -$14.9M ﹤0.01% 3479
2018
Q1
$15.5M Buy
382,884
+376,849
+6,244% +$15.3M 0.01% 1444
2017
Q4
$249K Hold
6,035
﹤0.01% 3606
2017
Q3
$240K Buy
6,035
+277
+5% +$11K ﹤0.01% 3610
2017
Q2
$205K Buy
5,758
+157
+3% +$5.59K ﹤0.01% 3675
2017
Q1
$204K Buy
+5,601
New +$204K ﹤0.01% 3643