A detailed history of Schechter Investment Advisors, LLC transactions in Sun Life Financial Inc stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 4,620 shares of SLF stock, worth $272,210. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,620
Previous 4,687 1.43%
Holding current value
$272,210
Previous $229,000 17.03%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$47.07 - $58.09 $3,153 - $3,892
-67 Reduced 1.43%
4,620 $268,000
Q2 2024

Aug 12, 2024

BUY
$47.48 - $53.96 $7,881 - $8,957
166 Added 3.67%
4,687 $229,000
Q1 2024

May 06, 2024

BUY
$50.02 - $55.17 $18,257 - $20,137
365 Added 8.78%
4,521 $246,000
Q4 2023

Jan 17, 2024

SELL
$44.74 - $52.25 $1,834 - $2,142
-41 Reduced 0.98%
4,156 $215,000
Q3 2023

Nov 06, 2023

SELL
$46.92 - $52.8 $23,506 - $26,452
-501 Reduced 10.66%
4,197 $204,000
Q2 2023

Jul 26, 2023

BUY
$46.85 - $52.12 $18,740 - $20,848
400 Added 9.31%
4,698 $244,000
Q1 2023

Apr 28, 2023

BUY
$44.09 - $51.42 $189,498 - $221,003
4,298 New
4,298 $200,000

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 $34.5B
  • 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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