Loring Wolcott & Coolidge Fiduciary Advisors LLP Sun Life Financial Inc Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.5 Billion
Q2 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Sun Life Financial Inc stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 1,100 shares of SLF stock, worth $64,097. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,100

Previous 1,100 -0.0%

Holding current value

$64,097

Previous $60,000 11.67%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$50.02 - $55.17 $10,004 - $11,034	-200 Reduced 15.38%	1,100 $60,000
Q1 2022 Apr 13, 2022	SELL	$51.02 - $58.25 $35,714 - $40,775	-700 Reduced 35.0%	1,300 $73,000
Q4 2021 Feb 14, 2022	SELL	$51.46 - $57.63 $25,730 - $28,815	-500 Reduced 20.0%	2,000 $111,000
Q3 2021 Nov 12, 2021	SELL	$49.24 - $53.28 $29,544 - $31,968	-600 Reduced 19.35%	2,500 $129,000
Q2 2021 Aug 13, 2021	BUY	$50.05 - $54.71 $155,155 - $169,601	3,100 New	3,100 $160,000
Q1 2021 Apr 14, 2021	SELL	$44.19 - $51.73 $176,760 - $206,920	-4,000 Closed	0 $0
Q4 2020 Jan 14, 2021	SELL	$38.96 - $45.81 $19,480 - $22,905	-500 Reduced 11.11%	4,000 $178,000
Q3 2020 Oct 15, 2020	SELL	$36.0 - $43.34 $36,000 - $43,340	-1,000 Reduced 18.18%	4,500 $183,000
Q2 2020 Jul 30, 2020	SELL	$30.0 - $39.26 $15,000 - $19,630	-500 Reduced 8.33%	5,500 $202,000
Q1 2020 Apr 15, 2020	SELL	$24.42 - $50.13 $24,420 - $50,130	-1,000 Reduced 14.29%	6,000 $193,000
Q3 2019 Nov 05, 2019	SELL	$38.8 - $44.81 $77,600 - $89,620	-2,000 Reduced 22.22%	7,000 $314,000
Q2 2019 Aug 09, 2019	SELL	$38.86 - $41.53 $38,860 - $41,530	-1,000 Reduced 10.0%	9,000 $372,000
Q2 2017 Aug 07, 2017	BUY	N/A	10,000	10,000 $0

Others Institutions Holding SLF

# of Institutions

436

Shares Held

269M

Call Options Held

3.85M

Put Options Held

5.14M

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 $34.2B
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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Loring Wolcott & Coolidge Fiduciary Advisors LLP Sun Life Financial Inc Transaction History