Wellington Management Group’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 | $70.6M | Buy |
1,063,159
+254,850
| +32% | +$16.9M | 0.01% | 608 |
|
|
2025
Q1 | $46.3M | Sell |
808,309
-542,442
| -40% | -$31M | 0.01% | 708 |
|
|
2024
Q4 | $80.2M | Buy |
1,350,751
+1,288,545
| +2,071% | +$76.5M | 0.01% | 585 |
|
|
2024
Q3 | $3.61M | Sell |
62,206
-74,216
| -54% | -$4.31M | ﹤0.01% | 1409 |
|
|
2024
Q2 | $6.69M | Buy |
136,422
+5,718
| +4% | +$280K | ﹤0.01% | 1252 |
|
|
2024
Q1 | $7.14M | Buy |
130,704
+13,089
| +11% | +$715K | ﹤0.01% | 1238 |
|
|
2023
Q4 | $6.13M | Buy |
117,615
+43,972
| +60% | +$2.29M | ﹤0.01% | 1253 |
|
|
2023
Q3 | $3.61M | Buy |
+73,643
| New | +$3.61M | ﹤0.01% | 1364 |
|
|
2023
Q2 | – | Sell |
-61,135
| Closed | -$2.85M | – | 1988 |
|
|
2023
Q1 | $2.85M | Buy |
61,135
+1,523
| +3% | +$71.1K | ﹤0.01% | 1420 |
|
|
2022
Q4 | $2.77M | Buy |
59,612
+2,327
| +4% | +$108K | ﹤0.01% | 1426 |
|
|
2022
Q3 | $2.29M | Buy |
+57,285
| New | +$2.29M | ﹤0.01% | 1492 |
|
|
2021
Q2 | – | Sell |
-54,732
| Closed | -$2.77M | – | 2237 |
|
|
2021
Q1 | $2.77M | Sell |
54,732
-5,839
| -10% | -$295K | ﹤0.01% | 1559 |
|
|
2020
Q4 | $2.69M | Buy |
+60,571
| New | +$2.69M | ﹤0.01% | 1427 |
|
|
2020
Q2 | – | Sell |
-11,142
| Closed | -$354K | – | 1955 |
|
|
2020
Q1 | $354K | Sell |
11,142
-73,151
| -87% | -$2.32M | ﹤0.01% | 1770 |
|
|
2019
Q4 | $3.85M | Buy |
84,293
+77,121
| +1,075% | +$3.52M | ﹤0.01% | 1392 |
|
|
2019
Q3 | $321K | Buy |
7,172
+551
| +8% | +$24.7K | ﹤0.01% | 1941 |
|
|
2019
Q2 | $275K | Sell |
6,621
-1,830
| -22% | -$76K | ﹤0.01% | 1984 |
|
|
2019
Q1 | $325K | Sell |
8,451
-3,156
| -27% | -$121K | ﹤0.01% | 1959 |
|
|
2018
Q4 | $385K | Sell |
11,607
-106,498
| -90% | -$3.53M | ﹤0.01% | 1944 |
|
|
2018
Q3 | $4.69M | Buy |
118,105
+8,803
| +8% | +$350K | ﹤0.01% | 1497 |
|
|
2018
Q2 | $4.39M | Buy |
109,302
+32,374
| +42% | +$1.3M | ﹤0.01% | 1527 |
|
|
2018
Q1 | $3.16M | Sell |
76,928
-9,494
| -11% | -$390K | ﹤0.01% | 1615 |
|
|
2017
Q4 | $3.58M | Buy |
+86,422
| New | +$3.58M | ﹤0.01% | 1572 |
|