SLF SUN LIFE FINANCIAL INC.

Ownership history in MQS Management LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which MQS Management LLC reported a position in SUN LIFE FINANCIAL INC. (SLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.49% (2022 Q3)
Avg. % of fund
0.32%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 8,150 +1,198 +17.2% 0.29% $489K $59.41
2025 Q2 ADDED 6,952 +61 +0.9% 0.25% $462K $65.76
2025 Q1 REDUCED 6,891 -4,209 -37.9% 0.23% $395K $56.11
2024 Q2 ADDED 11,100 +2,303 +26.2% 0.33% $544K $46.51
2023 Q3 REDUCED 8,797 -10,142 -53.6% 0.26% $429K $44.80
2022 Q3 ADDED 18,939 +5,367 +39.5% 0.49% $753K $34.88
2022 Q2 ADDED 13,572 +7,792 +134.8% 0.43% $622K $39.72
2022 Q1 INITIATED 5,780 0.26% $323K $47.88
% of Fund (quarterly)    SLF price (monthly, adj. close)
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