A detailed history of West Family Investments, Inc. transactions in Sun Life Financial Inc stock. As of the latest transaction made, West Family Investments, Inc. holds 7,179 shares of SLF stock, worth $439,211. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,179
Previous 6,140 16.92%
Holding current value
$439,211
Previous $300,000 38.67%
% of portfolio
0.14%
Previous 0.09%

Shares

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

Nov 08, 2024

BUY
$47.07 - $58.09 $48,905 - $60,355
1,039 Added 16.92%
7,179 $416,000
Q2 2023

Aug 15, 2023

SELL
$46.85 - $52.12 $33,122 - $36,848
-707 Reduced 10.33%
6,140 $320,000
Q4 2022

Feb 08, 2023

SELL
$38.99 - $47.44 $55,365 - $67,364
-1,420 Reduced 17.18%
6,847 $317,000
Q3 2022

Nov 04, 2022

BUY
$39.76 - $48.66 $328,695 - $402,272
8,267 New
8,267 $329,000
Q2 2022

Aug 12, 2022

SELL
$44.37 - $55.82 $168,339 - $211,781
-3,794 Closed
0 $0
Q4 2021

Feb 07, 2022

SELL
$51.46 - $57.63 $25,163 - $28,181
-489 Reduced 11.42%
3,794 $211,000
Q3 2021

Oct 25, 2021

SELL
$49.24 - $53.28 $20,040 - $21,684
-407 Reduced 8.68%
4,283 $220,000
Q2 2021

Aug 12, 2021

BUY
$50.05 - $54.71 $234,734 - $256,589
4,690 New
4,690 $242,000

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 $35.9B
  • 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

Track West Family Investments, Inc. Portfolio

Follow West Family Investments, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Family Investments, Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Family Investments, Inc. with notifications on news.