Wellington Management Group LLP Sun Life Financial Inc Transaction History

Wellington Management Group LLP

$529 Billion
Q2 2025

A detailed history of Wellington Management Group LLP transactions in Sun Life Financial Inc stock. As of the latest transaction made, Wellington Management Group LLP holds 1,063,159 shares of SLF stock, worth $65.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,063,159

Previous 808,309 31.53%

Holding current value

$65.9 Million

Previous $46.3 Million 52.64%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$53.39 - $66.45 $13.6 Million - $16.9 Million	254,850 Added 31.53%	1,063,159 $70.6 Million
Q1 2025 May 13, 2025	BUY	$54.05 - $59.19 $43.7 Million - $47.8 Million	808,309 New	808,309 $46.3 Million
Q4 2024 Feb 12, 2025	BUY	$55.43 - $62.69 $71.4 Million - $80.8 Million	1,288,545 Added 2071.42%	1,350,751 $80.2 Million
Q3 2024 Nov 14, 2024	SELL	$47.07 - $58.09 $3.49 Million - $4.31 Million	-74,216 Reduced 54.4%	62,206 $3.61 Million
Q2 2024 Aug 13, 2024	BUY	$47.48 - $53.96 $271,490 - $308,543	5,718 Added 4.37%	136,422 $6.68 Million
Q1 2024 May 15, 2024	BUY	$50.02 - $55.17 $6.54 Million - $7.21 Million	130,704 New	130,704 $7.13 Million
Q4 2023 Feb 12, 2024	BUY	$44.74 - $52.25 $5.26 Million - $6.15 Million	117,615 New	117,615 $6.1 Million
Q3 2023 Nov 14, 2023	BUY	$46.92 - $52.8 $3.46 Million - $3.89 Million	73,643 New	73,643 $3.59 Million
Q1 2023 May 12, 2023	BUY	$44.09 - $51.42 $67,149 - $78,312	1,523 Added 2.55%	61,135 $2.86 Million
Q4 2022 Feb 13, 2023	BUY	$38.99 - $47.44 $90,729 - $110,392	2,327 Added 4.06%	59,612 $2.77 Million
Q3 2022 Nov 14, 2022	BUY	$39.76 - $48.66 $2.28 Million - $2.79 Million	57,285 New	57,285 $2.28 Million
Q2 2021 Aug 16, 2021	SELL	$50.05 - $54.71 $2.74 Million - $2.99 Million	-54,732 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$44.19 - $51.73 $258,025 - $302,051	-5,839 Reduced 9.64%	54,732 $2.77 Million
Q4 2020 Feb 12, 2021	BUY	$38.96 - $45.81 $2.36 Million - $2.77 Million	60,571 New	60,571 $2.69 Million
Q2 2020 Aug 14, 2020	SELL	$30.0 - $39.26 $334,260 - $437,434	-11,142 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$24.42 - $50.13 $1.79 Million - $3.67 Million	-73,151 Reduced 86.78%	11,142 $354,000
Q4 2019 Feb 11, 2020	BUY	$42.63 - $46.3 $3.59 Million - $3.9 Million	84,293 New	84,293 $3.85 Million

Others Institutions Holding SLF

# of Institutions

496

Shares Held

264M

Call Options Held

1.37M

Put Options Held

4.34M

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 $36.3B
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...

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Wellington Management Group LLP Sun Life Financial Inc Transaction History