ROCKY MOUNTAIN ADVISERS, LLC - SUN LIFE FINL INC ownership

SUN LIFE FINL INC's ticker is SLF and the CUSIP is 866796105. A total of 390 filers reported holding SUN LIFE FINL INC in Q4 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.2%.

Quarter-by-quarter ownership
ROCKY MOUNTAIN ADVISERS, LLC ownership history of SUN LIFE FINL INC
ValueSharesWeighting
Q2 2024$24,495
-10.2%
5000.0%0.01%
-11.1%
Q1 2024$27,290
+5.2%
5000.0%0.01%0.0%
Q4 2023$25,930
+6.3%
5000.0%0.01%
-25.0%
Q3 2023$24,400
+4.5%
5000.0%0.01%0.0%
Q2 2023$23,350
+101421.7%
5000.0%0.01%0.0%
Q1 2023$230.0%5000.0%0.01%
-7.7%
Q4 2022$23
-99.9%
5000.0%0.01%
-50.0%
Q3 2022$20,000
-13.0%
5000.0%0.03%
-7.1%
Q2 2022$23,000
-17.9%
5000.0%0.03%
-9.7%
Q1 2022$28,0000.0%5000.0%0.03%
-3.1%
Q4 2021$28,000
+7.7%
5000.0%0.03%0.0%
Q3 2021$26,0000.0%5000.0%0.03%0.0%
Q2 2021$26,000
+4.0%
5000.0%0.03%
-11.1%
Q1 2021$25,000
+13.6%
5000.0%0.04%0.0%
Q4 2020$22,000
+10.0%
5000.0%0.04%
-5.3%
Q3 2020$20,000
+11.1%
5000.0%0.04%
-15.6%
Q2 2020$18,000
+12.5%
5000.0%0.04%
+2.3%
Q1 2020$16,000
-30.4%
5000.0%0.04%
-40.5%
Q4 2019$23,000
+4.5%
5000.0%0.07%0.0%
Q3 2019$22,000
+4.8%
5000.0%0.07%
+2.8%
Q2 2019$21,000
+10.5%
5000.0%0.07%
+7.5%
Q1 2019$19,000
+11.8%
5000.0%0.07%
+3.1%
Q4 2018$17,000
-15.0%
5000.0%0.06%
-4.4%
Q3 2018$20,0000.0%5000.0%0.07%
-9.3%
Q2 2018$20,000
-4.8%
5000.0%0.08%
-9.6%
Q1 2018$21,0000.0%5000.0%0.08%0.0%
Q4 2017$21,000
+5.0%
5000.0%0.08%
-2.4%
Q3 2017$20,000
+11.1%
5000.0%0.08%
-1.2%
Q2 2017$18,0000.0%5000.0%0.09%
+2.4%
Q1 2017$18,000
-5.3%
5000.0%0.08%
-10.6%
Q4 2016$19,000
+18.8%
5000.0%0.09%
+13.3%
Q3 2016$16,0000.0%5000.0%0.08%
-2.4%
Q2 2016$16,0000.0%5000.0%0.08%
-3.4%
Q1 2016$16,0000.0%5000.0%0.09%
-6.4%
Q4 2015$16,0000.0%5000.0%0.09%0.0%
Q3 2015$16,000
-5.9%
5000.0%0.09%
-12.1%
Q2 2015$17,000
+13.3%
5000.0%0.11%
+8.1%
Q1 2015$15,000
-16.7%
5000.0%0.10%
-19.5%
Q4 2014$18,0000.0%5000.0%0.12%
-11.5%
Q3 2014$18,0000.0%5000.0%0.14%
-2.1%
Q2 2014$18,000
+5.9%
5000.0%0.14%
+4.4%
Q1 2014$17,000
-5.6%
5000.0%0.14%
-23.2%
Q4 2013$18,0005000.18%
Other shareholders
SUN LIFE FINL INC shareholders Q4 2023
NameSharesValueWeighting ↓
Value Partners Investments Inc. 1,285,440$71,802,0006.08%
QV Investors Inc. 944,449$52,778,0003.75%
Beutel, Goodman & Co Ltd. 11,011,647$615,087,0003.48%
KRAEMATON INVESTMENT ADVISORS, INC 48,746$2,721,0002.59%
LETKO, BROSSEAU & ASSOCIATES INC 3,022,152$168,885,0002.52%
Triasima Portfolio Management inc. 789,005$44,0722.12%
CIBC Asset Management Inc 7,955,763$444,693,0001.56%
Federation des caisses Desjardins du Quebec 2,576,499$146,780,7741.42%
Cardinal Capital Management, Inc. 465,468$26,018,0001.26%
MACKENZIE FINANCIAL CORP 16,723,833$935,206,0001.25%
View complete list of SUN LIFE FINL INC shareholders