A detailed history of Cresset Asset Management, LLC transactions in Sun Life Financial Inc stock. As of the latest transaction made, Cresset Asset Management, LLC holds 7,941 shares of SLF stock, worth $467,883. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,941
Previous 8,224 3.44%
Holding current value
$467,883
Previous $402,000 14.43%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$47.07 - $58.09 $13,320 - $16,439
-283 Reduced 3.44%
7,941 $460,000
Q2 2024

Aug 14, 2024

SELL
$47.48 - $53.96 $217,268 - $246,920
-4,576 Reduced 35.75%
8,224 $402,000
Q1 2024

May 15, 2024

BUY
$50.02 - $55.17 $135,504 - $149,455
2,709 Added 26.85%
12,800 $698,000
Q4 2023

Feb 14, 2024

BUY
$44.74 - $52.25 $12,437 - $14,525
278 Added 2.83%
10,091 $523,000
Q3 2023

Nov 14, 2023

SELL
$46.92 - $52.8 $14,076 - $15,840
-300 Reduced 2.97%
9,813 $478,000
Q2 2023

Aug 14, 2023

BUY
$46.85 - $52.12 $473,794 - $527,089
10,113 New
10,113 $527,000
Q2 2022

Aug 15, 2022

SELL
$44.37 - $55.82 $5,102 - $6,419
-115 Reduced 2.38%
4,712 $216,000
Q1 2022

May 16, 2022

BUY
$51.02 - $58.25 $14,897 - $17,009
292 Added 6.44%
4,827 $270,000
Q4 2021

Feb 10, 2022

SELL
$51.46 - $57.63 $30,309 - $33,944
-589 Reduced 11.49%
4,535 $253,000
Q3 2021

Nov 15, 2021

BUY
$49.24 - $53.28 $252,305 - $273,006
5,124 New
5,124 $263,000
Q2 2019

Aug 12, 2019

SELL
$38.86 - $41.53 $10,492 - $11,213
-270 Closed
0 $0
Q1 2019

May 15, 2019

BUY
$33.02 - $38.99 $8,585 - $10,137
260 Added 2600.0%
270 $10,000
Q4 2018

May 21, 2019

BUY
$31.92 - $39.99 $319 - $399
10 New
10 $0

Others Institutions Holding SLF

About SUN LIFE FINANCIAL INC


  • Ticker SLF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 586,121,984
  • Market Cap $34.5B
  • Description
  • Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance product...
More about SLF
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