A detailed history of Ritholtz Wealth Management transactions in Sun Life Financial Inc stock. As of the latest transaction made, Ritholtz Wealth Management holds 4,854 shares of SLF stock, worth $288,958. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,854
Previous 4,992 2.76%
Holding current value
$288,958
Previous $244,000 15.16%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$47.07 - $58.09 $6,495 - $8,016
-138 Reduced 2.76%
4,854 $281,000
Q2 2024

Jul 31, 2024

SELL
$47.48 - $53.96 $4,510 - $5,126
-95 Reduced 1.87%
4,992 $244,000
Q1 2024

Apr 24, 2024

BUY
$50.02 - $55.17 $600 - $662
12 Added 0.24%
5,087 $277,000
Q4 2023

Jan 18, 2024

BUY
$44.74 - $52.25 $402 - $470
9 Added 0.18%
5,075 $263,000
Q3 2023

Oct 13, 2023

SELL
$46.92 - $52.8 $2,909 - $3,273
-62 Reduced 1.21%
5,066 $247,000
Q2 2023

Jul 14, 2023

SELL
$46.85 - $52.12 $10,307 - $11,466
-220 Reduced 4.11%
5,128 $267,000
Q1 2023

Apr 19, 2023

SELL
$44.09 - $51.42 $12,962 - $15,117
-294 Reduced 5.21%
5,348 $249,000
Q4 2022

Jan 18, 2023

SELL
$38.99 - $47.44 $132,020 - $160,631
-3,386 Reduced 37.51%
5,642 $0
Q3 2022

Oct 18, 2022

BUY
$39.76 - $48.66 $81,865 - $100,190
2,059 Added 29.55%
9,028 $359,000
Q2 2022

Jul 15, 2022

SELL
$44.37 - $55.82 $147,929 - $186,103
-3,334 Reduced 32.36%
6,969 $319,000
Q1 2022

Apr 14, 2022

SELL
$51.02 - $58.25 $66,836 - $76,307
-1,310 Reduced 11.28%
10,303 $575,000
Q4 2021

Jan 18, 2022

SELL
$51.46 - $57.63 $71,632 - $80,220
-1,392 Reduced 10.7%
11,613 $647,000
Q3 2021

Oct 14, 2021

BUY
$49.24 - $53.28 $90,306 - $97,715
1,834 Added 16.42%
13,005 $669,000
Q2 2021

Jul 20, 2021

BUY
$50.05 - $54.71 $71,671 - $78,344
1,432 Added 14.7%
11,171 $576,000
Q1 2021

May 12, 2021

BUY
$44.19 - $51.73 $98,543 - $115,357
2,230 Added 29.7%
9,739 $492,000
Q4 2020

Jan 19, 2021

BUY
$38.96 - $45.81 $60,310 - $70,913
1,548 Added 25.97%
7,509 $334,000
Q3 2020

Oct 23, 2020

BUY
$36.0 - $43.34 $14,220 - $17,119
395 Added 7.1%
5,961 $243,000
Q2 2020

Jul 15, 2020

BUY
$30.0 - $39.26 $166,980 - $218,521
5,566 New
5,566 $205,000

Others Institutions Holding SLF

About SUN LIFE FINANCIAL INC


  • Ticker SLF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 586,121,984
  • Market Cap $34.9B
  • 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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