DORCHESTER WEALTH MANAGEMENT Co SLF — SUN LIFE FINL INC

Ownership history in DORCHESTER WEALTH MANAGEMENT Co  ·  39 quarters on record

AI Ownership Summary

DORCHESTER WEALTH MANAGEMENT Co reported SUN LIFE FINL INC (SLF) in 39 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 0.42% in 2024 Q4. The latest visible filing shows SLF at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DORCHESTER WEALTH MANAGEMENT Co's position in SUN LIFE FINL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

SLF was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SLF stock page DORCHESTER WEALTH MANAGEMENT Co fund profile DORCHESTER WEALTH MANAGEMENT Co full holdings
How DORCHESTER WEALTH MANAGEMENT Co held SLF — position size vs. price
% of Fund (quarterly)    SLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED — — — 35,192 -131 -0.4% 0.42% $2.1M 2025-02-14 (Est.) $52.94
2024 Q3 REDUCED — — — 35,323 -1,122 -3.1% 0.37% $2.0M 2024-10-22 $53.88
2024 Q2 REDUCED 9.3% +19.8% ❌ 36,445 -3,745 -9.3% 0.35% $1.8M 2024-07-24 $46.45
2024 Q1 ADDED — — — 40,190 +354 +0.9% 0.39% $2.2M 2024-04-30 $47.43
2023 Q4 REDUCED — — — 39,836 -460 -1.1% 0.38% $2.1M 2024-01-23 $46.76
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SLF

As of 2026 Q1 — sorted by position size

Value Partners Investments Inc. 3Y 5.37% Cardinal Capital Management, Inc. 3Y 7Y 3.76% LETKO, BROSSEAU & ASSOCIATES INC 3Y 7Y 3.29% NICOLA WEALTH MANAGEMENT LTD. 3Y 7Y 2.97% QV Investors Inc. 3Y 7Y 2.61% Lorne Steinberg Wealth Management Inc. 3Y 2.28% KRAEMATON INVESTMENT ADVISORS, INC 3Y 2.19% PERISCOPE CAPITAL INC. 3Y 7Y 1.94% BANK OF NOVA SCOTIA TRUST CO 3Y 7Y 1.9% BCV Asset Management Inc. 1.89%

FAQ About DORCHESTER WEALTH MANAGEMENT Co and SLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has DORCHESTER WEALTH MANAGEMENT Co reported owning SLF?

DORCHESTER WEALTH MANAGEMENT Co reported SLF across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported SLF position in DORCHESTER WEALTH MANAGEMENT Co's portfolio?

The largest reported portfolio weight for SLF was 0.42% in 2024 Q4.

What is the latest reported SLF position on this page?

The most recent filing on this page is 2024 Q4, when DORCHESTER WEALTH MANAGEMENT Co reported 35,192 shares, equal to 0.42% of portfolio, with an estimated market value of $2.1M.

What does the chart on this SLF ownership page compare?

The chart compares DORCHESTER WEALTH MANAGEMENT Co's quarterly SLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DORCHESTER WEALTH MANAGEMENT Co time their SLF position?

Based on 13F filing dates vs. subsequent SLF price moves, DORCHESTER WEALTH MANAGEMENT Co correctly timed 14 out of 37 reported position changes (38%). The annualised alpha on SLF relative to SPY over the holding period was -4.1%.

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