Montrusco Bolton Investments Inc. Sun Life Financial Inc Transaction History

Montrusco Bolton Investments Inc.

  • $9.56 Billion
  • Q3 2024

A detailed history of Montrusco Bolton Investments Inc. transactions in Sun Life Financial Inc stock. As of the latest transaction made, Montrusco Bolton Investments Inc. holds 11,655 shares of SLF stock, worth $686,712. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,655
Previous 11,093 5.07%
Holding current value
$686,712
Previous $543,000 24.49%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$47.07 - $58.09 $26,453 - $32,646
562 Added 5.07%
11,655 $676,000
Q2 2024

Jul 23, 2024
SELL
$47.48 - $53.96 $29.3 Million - $33.3 Million
-616,201 Reduced 98.23%
11,093 $543,000
Q1 2024

Apr 29, 2024
SELL
$50.02 - $55.17 $265,506 - $292,842
-5,308 Reduced 0.84%
627,294 $34.2 Million
Q4 2023

Feb 08, 2024
SELL
$44.74 - $52.25 $445,476 - $520,253
-9,957 Reduced 1.55%
632,602 $32.8 Million
Q3 2023

Nov 08, 2023
SELL
$46.92 - $52.8 $2.73 Million - $3.07 Million
-58,224 Reduced 8.31%
642,559 $31.4 Million
Q2 2023

Aug 02, 2023
BUY
$46.85 - $52.12 $10.3 Million - $11.5 Million
220,810 Added 46.0%
700,783 $36.5 Million
Q1 2023

May 08, 2023
SELL
$44.09 - $51.42 $434,947 - $507,258
-9,865 Reduced 2.01%
479,973 $22.4 Million
Q4 2022

Jan 27, 2023
SELL
$38.99 - $47.44 $9.33 Million - $11.4 Million
-239,359 Reduced 32.83%
489,838 $0
Q3 2022

Nov 04, 2022
SELL
$39.76 - $48.66 $363,366 - $444,703
-9,139 Reduced 1.24%
729,197 $29.2 Million
Q2 2022

Aug 08, 2022
SELL
$44.37 - $55.82 $7.43 Million - $9.34 Million
-167,377 Reduced 18.48%
738,336 $33.8 Million
Q1 2022

May 10, 2022
BUY
$51.02 - $58.25 $7.71 Million - $8.8 Million
151,097 Added 20.02%
905,713 $50.6 Million
Q4 2021

Feb 07, 2022
SELL
$51.46 - $57.63 $2.94 Million - $3.3 Million
-57,217 Reduced 7.05%
754,616 $42.1 Million
Q3 2021

Nov 12, 2021
SELL
$49.24 - $53.28 $970,323 - $1.05 Million
-19,706 Reduced 2.37%
811,833 $41.8 Million
Q2 2021

Aug 17, 2021
BUY
$50.05 - $54.71 $7.42 Million - $8.11 Million
148,194 Added 21.69%
831,539 $42.9 Million
Q1 2021

May 12, 2021
SELL
$44.19 - $51.73 $1.21 Million - $1.42 Million
-27,451 Reduced 3.86%
683,345 $34.5 Million
Q4 2020

Feb 16, 2021
SELL
$38.96 - $45.81 $17.6 Million - $20.6 Million
-450,558 Reduced 38.8%
710,796 $31.6 Million
Q3 2020

Nov 09, 2020
BUY
$36.0 - $43.34 $830,304 - $999,593
23,064 Added 2.03%
1,161,354 $47.2 Million
Q2 2020

Aug 12, 2020
BUY
$30.0 - $39.26 $28.9 Million - $37.8 Million
962,425 Added 547.25%
1,138,290 $44.4 Million
Q1 2020

May 14, 2020
SELL
$24.42 - $50.13 $6.84 Million - $14 Million
-279,918 Reduced 61.41%
175,865 $5.59 Million
Q4 2019

Feb 11, 2020
SELL
$42.63 - $46.3 $278,842 - $302,848
-6,541 Reduced 1.41%
455,783 $20.8 Million
Q3 2019

Nov 08, 2019
BUY
$38.8 - $44.81 $429,244 - $495,733
11,063 Added 2.45%
462,324 $20.8 Million
Q2 2019

Aug 05, 2019
SELL
$38.86 - $41.53 $12.9 Million - $13.7 Million
-330,802 Reduced 42.3%
451,261 $18.7 Million
Q1 2019

May 10, 2019
SELL
$33.02 - $38.99 $33.9 Million - $40 Million
-1,025,472 Reduced 56.73%
782,063 $32.4 Million
Q4 2018

Feb 12, 2019
BUY
$31.92 - $39.99 $355,493 - $445,368
11,137 Added 0.62%
1,807,535 $59.9 Million
Q3 2018

Oct 10, 2018
SELL
$38.55 - $40.94 $11.4 Million - $12.1 Million
-296,591 Reduced 14.17%
1,796,398 $71.4 Million
Q2 2018

Jul 11, 2018
SELL
$39.44 - $43.58 $7.75 Million - $8.57 Million
-196,611 Reduced 8.59%
2,092,989 $84.1 Million
Q1 2018

Apr 05, 2018
SELL
$40.59 - $44.15 $239,196 - $260,175
-5,893 Reduced 0.26%
2,289,600 $94 Million
Q4 2017

Jan 12, 2018
SELL
$38.83 - $41.26 $1.16 Million - $1.23 Million
-29,916 Reduced 1.29%
2,295,493 $95 Million
Q3 2017

Oct 18, 2017
SELL
$37.46 - $39.89 $805,839 - $858,113
-21,512 Reduced 0.92%
2,325,409 $92.4 Million
Q2 2017

Aug 14, 2017
BUY
N/A
2,346,921
2,346,921 $83.8 Million

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

SLF Quotes by TradingView
  • 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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