A detailed history of Evergreen Capital Management LLC transactions in Sun Life Financial Inc stock. As of the latest transaction made, Evergreen Capital Management LLC holds 6,924 shares of SLF stock, worth $409,831. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,924
Previous 5,373 28.87%
Holding current value
$409,831
Previous $263,000 52.47%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$47.07 - $58.09 $73,005 - $90,097
1,551 Added 28.87%
6,924 $401,000
Q2 2024

Aug 14, 2024

BUY
$47.48 - $53.96 $22,125 - $25,145
466 Added 9.5%
5,373 $263,000
Q1 2024

May 15, 2024

SELL
$50.02 - $55.17 $9,203 - $10,151
-184 Reduced 3.61%
4,907 $267,000
Q4 2023

Feb 14, 2024

BUY
$44.74 - $52.25 $35,434 - $41,382
792 Added 18.42%
5,091 $264,000
Q3 2023

Nov 14, 2023

SELL
$46.92 - $52.8 $278,986 - $313,948
-5,946 Reduced 58.04%
4,299 $209,000
Q2 2023

Aug 14, 2023

BUY
$46.85 - $52.12 $64,699 - $71,977
1,381 Added 15.58%
10,245 $533,000
Q1 2023

May 15, 2023

BUY
$44.09 - $51.42 $390,813 - $455,786
8,864 New
8,864 $413,000
Q2 2022

Aug 15, 2022

SELL
$44.37 - $55.82 $70,814 - $89,088
-1,596 Reduced 26.38%
4,453 $204,000
Q1 2022

May 16, 2022

BUY
$51.02 - $58.25 $30,254 - $34,542
593 Added 10.87%
6,049 $338,000
Q4 2021

Mar 11, 2022

BUY
$51.46 - $57.63 $17,959 - $20,112
349 Added 6.83%
5,456 $304,000
Q3 2021

Nov 15, 2021

SELL
$49.24 - $53.28 $34,271 - $37,082
-696 Reduced 11.99%
5,107 $263,000
Q2 2021

Aug 16, 2021

BUY
$50.05 - $54.71 $36,336 - $39,719
726 Added 14.3%
5,803 $299,000
Q1 2021

May 17, 2021

BUY
$44.19 - $51.73 $14,052 - $16,450
318 Added 6.68%
5,077 $257,000
Q4 2020

Feb 16, 2021

BUY
$38.96 - $45.81 $185,410 - $218,009
4,759 New
4,759 $212,000
Q1 2020

May 15, 2020

SELL
$24.42 - $50.13 $134,236 - $275,564
-5,497 Closed
0 $0
Q1 2019

May 10, 2019

BUY
$33.02 - $38.99 $181,510 - $214,328
5,497 New
5,497 $211,000

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 $34.7B
  • 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

Track Evergreen Capital Management LLC Portfolio

Follow Evergreen Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Capital Management LLC with notifications on news.