First Republic Investment Management, Inc. Sun Life Financial Inc Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

A detailed history of First Republic Investment Management, Inc. transactions in Sun Life Financial Inc stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 8,719 shares of SLF stock, worth $513,723. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,719

Previous 7,830 11.35%

Holding current value

$513,723

Previous $408,000 4.17%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	BUY	$46.92 - $52.8 $41,711 - $46,939	889 Added 11.35%	8,719 $425,000
Q2 2023 Jul 28, 2023	SELL	$46.85 - $52.12 $107,380 - $119,459	-2,292 Reduced 22.64%	7,830 $408,000
Q1 2023 May 11, 2023	SELL	$44.09 - $51.42 $9,302 - $10,849	-211 Reduced 2.04%	10,122 $472,000
Q4 2022 Feb 13, 2023	BUY	$38.99 - $47.44 $63,046 - $76,710	1,617 Added 18.55%	10,333 $479,000
Q3 2022 Nov 03, 2022	BUY	$39.76 - $48.66 $44,252 - $54,158	1,113 Added 14.64%	8,716 $347,000
Q2 2022 Aug 16, 2022	SELL	$44.37 - $55.82 $5,191 - $6,530	-117 Reduced 1.52%	7,603 $348,000
Q1 2022 May 16, 2022	SELL	$51.02 - $58.25 $37,703 - $43,046	-739 Reduced 8.74%	7,720 $431,000
Q4 2021 Feb 09, 2022	BUY	$51.46 - $57.63 $6,483 - $7,261	126 Added 1.51%	8,459 $471,000
Q3 2021 Nov 12, 2021	SELL	$49.24 - $53.28 $59,038 - $63,882	-1,199 Reduced 12.58%	8,333 $429,000
Q2 2021 Aug 16, 2021	BUY	$50.05 - $54.71 $117,016 - $127,911	2,338 Added 32.5%	9,532 $491,000
Q1 2021 May 14, 2021	BUY	$44.19 - $51.73 $3,535 - $4,138	80 Added 1.12%	7,194 $364,000
Q4 2020 Feb 16, 2021	BUY	$38.96 - $45.81 $2,999 - $3,527	77 Added 1.09%	7,114 $316,000
Q3 2020 Nov 12, 2020	SELL	$36.0 - $43.34 $20,880 - $25,137	-580 Reduced 7.61%	7,037 $287,000
Q2 2020 Aug 13, 2020	BUY	$30.0 - $39.26 $28,260 - $36,982	942 Added 14.11%	7,617 $280,000
Q1 2020 May 13, 2020	BUY	$24.42 - $50.13 $1,465 - $3,007	60 Added 0.91%	6,675 $214,000
Q4 2019 Feb 14, 2020	SELL	$42.63 - $46.3 $17,052 - $18,520	-400 Reduced 5.7%	6,615 $301,000
Q3 2019 Nov 08, 2019	BUY	$38.8 - $44.81 $14,976 - $17,296	386 Added 5.82%	7,015 $314,000
Q2 2019 Aug 07, 2019	SELL	$38.86 - $41.53 $56,735 - $60,633	-1,460 Reduced 18.05%	6,629 $274,000
Q1 2019 Apr 30, 2019	BUY	$33.02 - $38.99 $4,754 - $5,614	144 Added 1.81%	8,089 $311,000
Q4 2018 Feb 12, 2019	SELL	$31.92 - $39.99 $22,950 - $28,752	-719 Reduced 8.3%	7,945 $264,000
Q3 2018 Nov 13, 2018	SELL	$38.55 - $40.94 $186,851 - $198,436	-4,847 Reduced 35.87%	8,664 $345,000
Q2 2018 Aug 14, 2018	SELL	$39.44 - $43.58 $13,725 - $15,165	-348 Reduced 2.51%	13,511 $542,000
Q1 2018 May 10, 2018	SELL	$40.59 - $44.15 $46,516 - $50,595	-1,146 Reduced 7.64%	13,859 $570,000
Q4 2017 Feb 09, 2018	BUY	$38.83 - $41.26 $68,884 - $73,195	1,774 Added 13.41%	15,005 $619,000
Q3 2017 Nov 14, 2017	BUY	$37.46 - $39.89 $495,633 - $527,784	13,231	13,231 $527,000

Others Institutions Holding SLF

# of Institutions

459

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 $34.5B
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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First Republic Investment Management, Inc. Sun Life Financial Inc Transaction History