Dimensional Fund Advisors LP Sun Life Financial Inc Transaction History

Dimensional Fund Advisors LP

$405 Billion
Q4 2024

A detailed history of Dimensional Fund Advisors LP transactions in Sun Life Financial Inc stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 1,719,655 shares of SLF stock, worth $94.9 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,719,655

Previous 1,808,941 4.94%

Holding current value

$94.9 Million

Previous $105 Million 2.77%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$55.43 - $62.69 $4.95 Million - $5.6 Million	-89,286 Reduced 4.94%	1,719,655 $102 Million
Q3 2024 Nov 07, 2024	BUY	$47.07 - $58.09 $1.6 Million - $1.97 Million	33,899 Added 1.91%	1,808,941 $105 Million
Q2 2024 Aug 09, 2024	BUY	$47.48 - $53.96 $20.5 Million - $23.3 Million	431,418 Added 32.11%	1,775,042 $87 Million
Q1 2024 May 10, 2024	BUY	$50.02 - $55.17 $10.1 Million - $11.1 Million	200,958 Added 17.59%	1,343,624 $73.3 Million
Q4 2023 Feb 07, 2024	BUY	$44.74 - $52.25 $8.17 Million - $9.54 Million	182,543 Added 19.01%	1,142,666 $59.3 Million
Q3 2023 Nov 09, 2023	SELL	$46.92 - $52.8 $13.2 Million - $14.9 Million	-281,937 Reduced 22.7%	960,123 $46.9 Million
Q2 2023 Aug 09, 2023	SELL	$46.85 - $52.12 $14 Million - $15.6 Million	-299,692 Reduced 19.44%	1,242,060 $64.7 Million
Q1 2023 May 12, 2023	SELL	$44.09 - $51.42 $10.5 Million - $12.3 Million	-238,848 Reduced 13.41%	1,541,752 $72 Million
Q4 2022 Feb 09, 2023	BUY	$38.99 - $47.44 $3.06 Million - $3.72 Million	78,368 Added 4.6%	1,780,600 $82.6 Million
Q3 2022 Nov 10, 2022	BUY	$39.76 - $48.66 $17.2 Million - $21.1 Million	433,371 Added 34.15%	1,702,232 $67.7 Million
Q2 2022 Aug 12, 2022	BUY	$44.37 - $55.82 $13.9 Million - $17.5 Million	313,931 Added 32.87%	1,268,861 $58.1 Million
Q1 2022 May 13, 2022	BUY	$51.02 - $58.25 $7.64 Million - $8.72 Million	149,784 Added 18.6%	954,930 $53.3 Million
Q4 2021 Feb 09, 2022	BUY	$51.46 - $57.63 $473,483 - $530,253	9,201 Added 1.16%	805,146 $44.8 Million
Q3 2021 Nov 12, 2021	SELL	$49.24 - $53.28 $352,509 - $381,431	-7,159 Reduced 0.89%	795,945 $41 Million
Q2 2021 Aug 12, 2021	BUY	$50.05 - $54.71 $125,525 - $137,212	2,508 Added 0.31%	803,104 $41.4 Million
Q1 2021 May 14, 2021	SELL	$44.19 - $51.73 $4.63 Million - $5.42 Million	-104,737 Reduced 11.57%	800,596 $40.5 Million
Q4 2020 Feb 25, 2021	BUY	$38.96 - $45.81 $35.3 Million - $41.5 Million	905,333 New	905,333 $40.3 Million

Others Institutions Holding SLF

# of Institutions

477

Shares Held

261M

Call Options Held

2.19M

Put Options Held

5.83M

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 $32.3B
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...

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Dimensional Fund Advisors LP Sun Life Financial Inc Transaction History