Sun Life Financial Inc Portfolio Holdings

Sun Life Financial Inc

$1.79 Billion
Q3 2024

Sun Life Financial Inc has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.79 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $363M, Ishares Core S&P 500 ETF with a value of $304M, Vanguard Index Fds S&P 500 ETF with a value of $300M, Ishares Inc Msci Taiwan ETF with a value of $103M, and Ishares Inc Msci South Korea E with a value of $89.9M.

Examining the 13F form we can see an increase of $120M in the current position value, from $1.67B to 1.79B.

Sun Life Financial Inc is based out at Toronto, A6

Below you can find more details about Sun Life Financial Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.79 Billion

ETFs: $1.53 Billion

Real Estate: $160 Million

Consumer Cyclical: $62 Million

Financial Services: $41.2 Million

Industrials: $420,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CCAP Crescent Capital Bdc, Inc. Financial Services	$541M	$41.2 Million 2.3% of portfolio	2,226,308	Q3 2024 Added 20.75%
EAF Graftech International LTD Industrials	$534M	$420,000 0.02% of portfolio	841,528	Q4 2023 Added 116,941.45%

Summary

Portfolio
No. of Stocks 37
Current Value $1.79 Billion
Prior Value $1.67 Billion
Filing
Period Q3 2024
Filing Date October 24, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 4 stocks
Additional Purchases 7 stocks
Sold out of 0 stocks
Reduced holdings in 13 stocks

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Sun Life Financial Inc Portfolio Holdings