$977 Million is the total value of SUN LIFE FINANCIAL INC's 491 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IBKC | New | IBERIABANK CORP | $791,000 | – | 10,212 | +100.0% | 0.08% | – |
TPR | New | TAPESTRY INC | $28,000 | – | 622 | +100.0% | 0.00% | – |
IQV | New | IQVIA HOLDINGS INC | $31,000 | – | 320 | +100.0% | 0.00% | – |
BKI | New | BLACK KNIGHT INC | $1,000 | – | 30 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Sun Life Institutional Investments (U.S.) LLC #1
- Sun Life Assurance Company of Canada #2
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-13
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TRUST | 41 | Q3 2023 | 57.5% |
IShares Tr | 41 | Q3 2023 | 9.5% |
ISHARES MSCI FRANCE INDEX FUND | 40 | Q3 2023 | 1.1% |
HONEYWELL INTERNATIONAL INC | 40 | Q1 2023 | 0.8% |
BOSTON SCIENTIFIC CORPORATION | 40 | Q1 2023 | 1.8% |
3M CO | 40 | Q1 2023 | 0.6% |
WALT DISNEY CO | 40 | Q1 2023 | 0.4% |
GOLDMAN SACHS GROUP INC | 40 | Q1 2023 | 0.7% |
CHARLES SCHWAB CORP | 40 | Q1 2023 | 0.6% |
ISHARES MSCI MEXICO INVESTABLE MARKET INDEX FUND | 40 | Q3 2023 | 0.3% |
View SUN LIFE FINANCIAL INC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
CALAMOS STRATEGIC TOTAL RETURN FUND | February 28, 2023 | 720,000 | 5.6% |
Silicon Graphics International CorpSold out | February 12, 2015 | 0 | 0.0% |
MRV COMMUNICATIONS INC | November 15, 2013 | 6,027,990 | 3.8% |
BOOKHAM, INC. | July 18, 2008 | 6,686,219 | 6.7% |
MRV COMMUNICATIONS INC | July 18, 2008 | 9,325,516 | 5.9% |
OPNEXT INC | July 18, 2008 | 3,241,838 | 5.0% |
Rackable Systems, Inc. | July 18, 2008 | 2,192,981 | 7.4% |
View SUN LIFE FINANCIAL INC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
6-K | 2024-06-17 |
6-K | 2024-05-15 |
6-K | 2024-05-14 |
6-K | 2024-05-10 |
6-K | 2024-05-10 |
6-K | 2024-05-10 |
6-K | 2024-05-10 |
13F-HR | 2024-05-07 |
6-K | 2024-03-27 |
6-K | 2024-03-26 |
View SUN LIFE FINANCIAL INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (20-F)
- Quarterly reports (6-K)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.