Wetherby Asset Management Inc Sun Life Financial Inc Transaction History

Wetherby Asset Management Inc

  • $2.08 Billion
  • Q2 2024

A detailed history of Wetherby Asset Management Inc transactions in Sun Life Financial Inc stock. As of the latest transaction made, Wetherby Asset Management Inc holds 22,313 shares of SLF stock, worth $1.29 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
22,313
Previous 25,051 10.93%
Holding current value
$1.29 Million
Previous $1.37 Million 20.04%
% of portfolio
0.05%
Previous 0.07%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$47.48 - $53.96 $130,000 - $147,742
-2,738 Reduced 10.93%
22,313 $1.09 Million
Q1 2024

May 15, 2024
SELL
$50.02 - $55.17 $42,667 - $47,060
-853 Reduced 3.29%
25,051 $1.37 Million
Q4 2023

Feb 14, 2024
SELL
$44.74 - $52.25 $7,695 - $8,987
-172 Reduced 0.66%
25,904 $1.34 Million
Q3 2023

Nov 14, 2023
SELL
$46.92 - $52.8 $36,879 - $41,500
-786 Reduced 2.93%
26,076 $1.27 Million
Q2 2023

Aug 14, 2023
BUY
$46.85 - $52.12 $43,476 - $48,367
928 Added 3.58%
26,862 $1.4 Million
Q1 2023

May 12, 2023
SELL
$44.09 - $51.42 $22,794 - $26,584
-517 Reduced 1.95%
25,934 $1.21 Million
Q4 2022

Feb 14, 2023
BUY
$38.99 - $47.44 $145,315 - $176,808
3,727 Added 16.4%
26,451 $1.23 Million
Q3 2022

Nov 14, 2022
SELL
$39.76 - $48.66 $85,086 - $104,132
-2,140 Reduced 8.61%
22,724 $904,000
Q2 2022

Aug 15, 2022
BUY
$44.37 - $55.82 $87,985 - $110,691
1,983 Added 8.67%
24,864 $1.14 Million
Q1 2022

May 16, 2022
SELL
$51.02 - $58.25 $12,857 - $14,679
-252 Reduced 1.09%
22,881 $1.28 Million
Q4 2021

Feb 14, 2022
BUY
$51.46 - $57.63 $46,880 - $52,500
911 Added 4.1%
23,133 $1.29 Million
Q3 2021

Nov 15, 2021
BUY
$49.24 - $53.28 $5,219 - $5,647
106 Added 0.48%
22,222 $1.14 Million
Q2 2021

Aug 16, 2021
BUY
$50.05 - $54.71 $18,318 - $20,023
366 Added 1.68%
22,116 $1.14 Million
Q1 2021

May 14, 2021
SELL
$44.19 - $51.73 $1,104 - $1,293
-25 Reduced 0.11%
21,750 $1.1 Million
Q4 2020

Feb 11, 2021
BUY
$38.96 - $45.81 $833,159 - $979,646
21,385 Added 5483.33%
21,775 $968,000
Q3 2020

Dec 16, 2020
SELL
$36.0 - $43.34 $758,808 - $913,520
-21,078 Reduced 98.18%
390 $16,000
Q3 2020

Dec 16, 2020
SELL
$36.0 - $43.34 $21,636 - $26,047
-601 Reduced 2.72%
21,468 $874,000
Q3 2020

Nov 13, 2020
BUY
$36.0 - $43.34 $36,576 - $44,033
1,016 Added 4.83%
22,069 $899,000
Q2 2020

Aug 14, 2020
BUY
$30.0 - $39.26 $74,250 - $97,168
2,475 Added 13.32%
21,053 $773,000
Q1 2020

May 06, 2020
BUY
$24.42 - $50.13 $172,747 - $354,619
7,074 Added 61.49%
18,578 $596,000
Q4 2019

Jan 28, 2020
BUY
$42.63 - $46.3 $2,984 - $3,241
70 Added 0.61%
11,504 $524,000
Q3 2019

Oct 31, 2019
BUY
$38.8 - $44.81 $44,969 - $51,934
1,159 Added 11.28%
11,434 $512,000
Q2 2019

Jul 25, 2019
BUY
$38.86 - $41.53 $20,984 - $22,426
540 Added 5.55%
10,275 $425,000
Q1 2019

May 09, 2019
SELL
$33.02 - $38.99 $8,618 - $10,176
-261 Reduced 2.61%
9,735 $374,000
Q4 2018

Jan 30, 2019
BUY
$31.92 - $39.99 $35,207 - $44,108
1,103 Added 12.4%
9,996 $332,000
Q3 2018

Nov 07, 2018
SELL
$38.55 - $40.94 $3,315 - $3,520
-86 Reduced 0.96%
8,893 $354,000
Q2 2018

Jul 24, 2018
BUY
$39.44 - $43.58 $16,801 - $18,565
426 Added 4.98%
8,979 $360,000
Q1 2018

May 04, 2018
BUY
$40.59 - $44.15 $11,162 - $12,141
275 Added 3.32%
8,553 $352,000
Q4 2017

Feb 09, 2018
BUY
$38.83 - $41.26 $6,911 - $7,344
178 Added 2.2%
8,278 $342,000
Q3 2017

Nov 13, 2017
BUY
$37.46 - $39.89 $303,426 - $323,109
8,100
8,100 $323,000

Others Institutions Holding SLF

# of Institutions
435
Shares Held
269M
Call Options Held
3.85M
Put Options Held
5.14M
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 $34B
  • 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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