Cumberland Partners LTD Sun Life Financial Inc Transaction History

Cumberland Partners LTD

$1.33 Billion
Q3 2024

A detailed history of Cumberland Partners LTD transactions in Sun Life Financial Inc stock. As of the latest transaction made, Cumberland Partners LTD holds 5,946 shares of SLF stock, worth $345,819. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,946

Previous 5,946 -0.0%

Holding current value

$345,819

Previous $291,000 18.21%

% of portfolio

0.03%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$47.48 - $53.96 $384,588 - $437,076	-8,100 Reduced 57.67%	5,946 $291,000
Q1 2024 May 09, 2024	SELL	$50.02 - $55.17 $350 - $386	-7 Reduced 0.05%	14,046 $766,000
Q4 2023 Feb 01, 2024	SELL	$44.74 - $52.25 $13,422 - $15,675	-300 Reduced 2.09%	14,053 $728,000
Q3 2023 Nov 07, 2023	SELL	$46.92 - $52.8 $201,474 - $226,723	-4,294 Reduced 23.03%	14,353 $700,000
Q2 2023 Aug 09, 2023	BUY	$46.85 - $52.12 $129,259 - $143,799	2,759 Added 17.37%	18,647 $971,000
Q1 2023 May 08, 2023	SELL	$44.09 - $51.42 $219,347 - $255,814	-4,975 Reduced 23.85%	15,888 $741,000
Q4 2022 Feb 06, 2023	BUY	$38.99 - $47.44 $341,513 - $415,526	8,759 Added 72.36%	20,863 $968,000
Q3 2022 Nov 14, 2022	SELL	$39.76 - $48.66 $540,417 - $661,386	-13,592 Reduced 52.9%	12,104 $483,000
Q2 2022 Aug 10, 2022	SELL	$44.37 - $55.82 $195,228 - $245,608	-4,400 Reduced 14.62%	25,696 $1.18 Million
Q1 2022 May 10, 2022	BUY	$51.02 - $58.25 $677,239 - $773,210	13,274 Added 78.91%	30,096 $1.68 Million
Q4 2021 Feb 10, 2022	BUY	$51.46 - $57.63 $344,782 - $386,121	6,700 Added 66.19%	16,822 $937,000
Q2 2021 Aug 09, 2021	SELL	$50.05 - $54.71 $564,013 - $616,526	-11,269 Reduced 52.68%	10,122 $521,000
Q1 2021 May 11, 2021	SELL	$44.19 - $51.73 $58,551 - $68,542	-1,325 Reduced 5.83%	21,391 $1.08 Million
Q4 2020 Feb 11, 2021	BUY	$38.96 - $45.81 $122,685 - $144,255	3,149 Added 16.09%	22,716 $1.01 Million
Q3 2020 Nov 03, 2020	BUY	$36.0 - $43.34 $64,800 - $78,012	1,800 Added 10.13%	19,567 $796,000
Q2 2020 Aug 04, 2020	SELL	$30.0 - $39.26 $118,650 - $155,273	-3,955 Reduced 18.21%	17,767 $651,000
Q1 2020 May 13, 2020	SELL	$24.42 - $50.13 $154,676 - $317,523	-6,334 Reduced 22.58%	21,722 $693,000
Q4 2019 Feb 07, 2020	SELL	$42.63 - $46.3 $61,600 - $66,903	-1,445 Reduced 4.9%	28,056 $1.28 Million
Q3 2019 Nov 13, 2019	BUY	$38.8 - $44.81 $86,718 - $100,150	2,235 Added 8.2%	29,501 $1.32 Million
Q2 2019 Aug 08, 2019	SELL	$38.86 - $41.53 $68,121 - $72,802	-1,753 Reduced 6.04%	27,266 $1.13 Million
Q1 2019 May 15, 2019	BUY	$33.02 - $38.99 $95,097 - $112,291	2,880 Added 11.02%	29,019 $1.12 Million
Q4 2018 Feb 13, 2019	SELL	$31.92 - $39.99 $190,115 - $238,180	-5,956 Reduced 18.56%	26,139 $867,000
Q3 2018 Nov 15, 2018	SELL	$38.55 - $40.94 $388,237 - $412,306	-10,071 Reduced 23.88%	32,095 $1.28 Million
Q2 2018 Aug 09, 2018	BUY	$39.44 - $43.58 $1.66 Million - $1.84 Million	42,166 New	42,166 $1.71 Million

Others Institutions Holding SLF

# of Institutions

461

Shares Held

264M

Call Options Held

3.21M

Put Options Held

5.28M

View Full List

About SUN LIFE FINANCIAL INC

Ticker SLF
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 586,121,984
Market Cap $34.1B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cumberland Partners LTD, based on Form 13F filings with the SEC.

News

Stay updated on Cumberland Partners LTD with notifications on news.

Account

Cumberland Partners LTD Sun Life Financial Inc Transaction History