Lorne Steinberg Wealth Management Inc. Sun Life Financial Inc Transaction History

Lorne Steinberg Wealth Management Inc.

$295 Million
Q2 2024

A detailed history of Lorne Steinberg Wealth Management Inc. transactions in Sun Life Financial Inc stock. As of the latest transaction made, Lorne Steinberg Wealth Management Inc. holds 112,836 shares of SLF stock, worth $5.91 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

112,836

Previous 114,852 1.76%

Holding current value

$5.91 Million

Previous $6.27 Million 11.82%

% of portfolio

1.87%

Previous 2.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$47.48 - $53.96 $95,719 - $108,783	-2,016 Reduced 1.76%	112,836 $5.53 Million
Q1 2024 May 02, 2024	BUY	$50.02 - $55.17 $398,859 - $439,925	7,974 Added 7.46%	114,852 $6.27 Million
Q4 2023 Feb 01, 2024	BUY	$44.74 - $52.25 $123,348 - $144,053	2,757 Added 2.65%	106,878 $5.54 Million
Q3 2023 Oct 31, 2023	BUY	$46.92 - $52.8 $197,110 - $221,812	4,201 Added 4.2%	104,121 $5.08 Million
Q2 2023 Jul 14, 2023	SELL	$46.85 - $52.12 $29,234 - $32,522	-624 Reduced 0.62%	99,920 $5.21 Million
Q1 2023 Apr 26, 2023	BUY	$44.09 - $51.42 $189,190 - $220,643	4,291 Added 4.46%	100,544 $4.7 Million
Q4 2022 Feb 10, 2023	BUY	$38.99 - $47.44 $149,136 - $181,458	3,825 Added 4.14%	96,253 $4.47 Million
Q3 2022 Nov 09, 2022	SELL	$39.76 - $48.66 $53,874 - $65,934	-1,355 Reduced 1.44%	92,428 $3.7 Million
Q2 2022 Aug 10, 2022	BUY	$44.37 - $55.82 $2.82 Million - $3.55 Million	63,658 Added 211.31%	93,783 $4.29 Million
Q1 2022 May 10, 2022	SELL	$51.02 - $58.25 $3.25 Million - $3.71 Million	-63,744 Reduced 67.91%	30,125 $1.68 Million
Q4 2021 Feb 14, 2022	SELL	$51.46 - $57.63 $296,409 - $331,948	-5,760 Reduced 5.78%	93,869 $5.21 Million
Q3 2021 Nov 09, 2021	SELL	$49.24 - $53.28 $68,443 - $74,059	-1,390 Reduced 1.38%	99,629 $5.1 Million
Q2 2021 Jul 20, 2021	BUY	$50.05 - $54.71 $113,913 - $124,519	2,276 Added 2.3%	101,019 $5.21 Million
Q1 2021 May 03, 2021	BUY	$44.19 - $51.73 $190,458 - $222,956	4,310 Added 4.56%	98,743 $4.99 Million
Q4 2020 Mar 17, 2021	BUY	$38.96 - $45.81 $3.68 Million - $4.33 Million	94,433 New	94,433 $4.2 Million

Others Institutions Holding SLF

# of Institutions

433

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 $30.7B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Lorne Steinberg Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lorne Steinberg Wealth Management Inc. with notifications on news.

Account

Lorne Steinberg Wealth Management Inc. Sun Life Financial Inc Transaction History