SUN LIFE FINANCIAL INC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$1.79B
Signature - Title
Randolph Brown - CIO, Sun Life
Location
Toronto, Ontario, Canada
Summary
This page shows a list of all the recent 13F filings made by SUN LIFE FINANCIAL INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SUN LIFE FINANCIAL INC reported 33 stock holdings with total value $1.79B as of Q3 2024. Top holdings included SPY, IVV, VOO, EWT, and EWY.
Holdings Value

List of Other Managers Reporting for SUN LIFE FINANCIAL INC:

Name Holdings Value Location File Number
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $335B Boston, MA 028-04968
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 33 $1.79B +$94.9M -$53.1M +$41.9M SPY, IVV, VOO, EWT, EWY 13F-HR 10/24/2024, 03:53 PM
Q2 2024 29 $1.67B +$99.5M -$62.1M +$37.4M SPY, IVV, VOO, EWT, EWY 13F-HR 8/12/2024, 08:02 AM
Q1 2024 32 $1.59B +$603M -$773M -$170M SPY, IVV, VOO, EWT, QQQ 13F-HR 5/7/2024, 09:07 AM
Q4 2023 24 $1.65B +$150M -$18.1M +$132M SPY, INDA, EWY, MCW, IGSB Restatement 2/22/2024, 07:16 AM
Q3 2023 24 $1.36B +$19.1M -$210M -$191M SPY, INDA, IGSB, QQQ, MCW 13F-HR 11/14/2023, 01:44 PM
Q2 2023 33 $1.64B +$182M -$47.5M +$135M SPY, INDA, MCW, IGSB, EWT 13F-HR 8/11/2023, 12:19 PM
Q1 2023 69 $1.41B +$44.8M -$10.5M +$34.3M SPY, MCW, IGSB, QQQ, JPST 13F-HR 5/11/2023, 12:37 PM
Q4 2022 70 $1.31B +$1.54M -$6.82M -$5.29M SPY, MCW, IGSB, QQQ, JPST 13F-HR 2/14/2023, 11:12 AM
Q3 2022 70 $1.25B +$13.1M -$5.51M +$7.61M SPY, MCW, IGSB, QQQ, JPST 13F-HR 11/14/2022, 03:20 PM
Q2 2022 71 $1.33B +$39.5M -$624M -$585M SPY, MCW, IGSB, QQQ, JPST 13F-HR 8/15/2022, 08:37 AM
Q1 2022 88 $2.16B +$26.7M -$435M -$409M SPY, JPST, ICSH, MCW, IGSB 13F-HR 5/12/2022, 09:29 AM
Q4 2021 95 $2.69B +$861M -$52.5M +$809M SPY, JPST, XVV, ICSH, MCW 13F-HR 2/11/2022, 09:59 AM
Q3 2021 81 $1.75B +$68M -$273M -$205M SPY, MCW, JPST, XVV, QQQ 13F-HR 11/12/2021, 09:20 AM
Q2 2021 81 $1.98B +$813M -$67.3M +$746M SPY, ICSH, MCW, JPST, MINT 13F-HR 8/10/2021, 08:58 AM
Q1 2021 517 $1.16B +$387M -$42.8M +$345M SPY, JPST, QQQ, NEAR, MINT 13F-HR 5/12/2021, 10:46 AM
Q4 2020 510 $762M +$130M -$78.5M +$51.5M SPY, QQQ, PLD, VEU, AVB 13F-HR 2/11/2021, 11:09 AM
Q3 2020 513 $627M +$103M -$20.8M +$82.3M SPY, QQQ, VOO, AVB, VEU 13F-HR 11/9/2020, 03:02 PM
Q2 2020 469 $515M +$73.4M -$33.8M +$39.6M SPY, QQQ, VOO, VEU, BXP 13F-HR 8/12/2020, 10:48 AM
Q1 2020 466 $397M +$112M -$9.96M +$102M SPY, QQQ, VEU, VOO, IVV 13F-HR 5/12/2020, 04:31 PM
Q4 2019 466 $374M +$46.9M -$87M -$40.1M SPY, QQQ, VEU, VOO, IVV 13F-HR 2/10/2020, 11:00 AM
Q3 2019 613 $388M +$32.4M -$44M -$11.5M SPY, QQQ, LQD, VEU, VOO 13F-HR 11/13/2019, 09:39 AM
Q2 2019 608 $398M +$10.1M -$75.8M -$65.8M SPY, QQQ, LQD, VEU, VOO 13F-HR 8/8/2019, 01:18 PM
Q1 2019 609 $453M +$37.4M -$119M -$81.2M SPY, QQQ, LQD, VEU, VOO 13F-HR 5/14/2019, 03:34 PM
Q4 2018 613 $474M +$43.6M -$53.5M -$9.85M SPY, QQQ, LQD, IVV, VEU 13F-HR 2/6/2019, 11:32 AM
Q3 2018 621 $551M +$38.9M -$221M -$182M SPY, QQQ, LQD, IVV, VEU 13F-HR 11/13/2018, 10:28 AM
Q2 2018 628 $702M +$157M $0 +$157M SPY, VNQ, LRGF, QQQ, EFA 13F-HR 8/9/2018, 03:07 PM
Q1 2018 487 $2.37M $0 $0 LRGF, EWU, EWQ, XLRE, IRM 13F-HR 5/14/2018, 08:11 AM
Q4 2017 492 $977M +$41.1M -$124M -$83.1M SPY, VNQ, EFA, LRGF, QQQ 13F-HR 2/13/2018, 02:19 PM
Q3 2017 515 $1.01B +$149M -$103M +$45.8M SPY, VNQ, EFA, LRGF, LQD 13F-HR 11/13/2017, 09:28 AM
Q2 2017 538 $934M +$37.6M -$35.7M +$1.88M SPY, VNQ, QQQ, EFA, XLK 13F-HR 8/14/2017, 03:05 PM
Q1 2017 550 $36.4M $0 $0 XLRE, EWU, IYZ, USBPRM, GEK 13F-HR 5/11/2017, 04:15 PM
Q4 2016 501 $660K $0 $0 XLRE, EWU, IYZ, GM, HCP 13F-HR 2/8/2017, 04:05 PM
Q3 2016 99 $804M +$31M -$92.1M -$61.1M SPY, VNQ, XLK, QQQ, EFA 13F-HR 11/10/2016, 01:01 PM
Q2 2016 123 $846M +$33.3M -$110M -$77.1M SPY, VNQ, EFA, XLK, QQQ 13F-HR 8/10/2016, 01:12 PM
Q1 2016 157 $907M +$429M -$204M +$225M SPY, VNQ, XLK, XLY, QQQ 13F-HR 5/13/2016, 12:11 PM
Q4 2015 107 $675M +$282M -$61.4M +$221M VOO, VEU, VNQ, XLK, XLV 13F-HR 2/16/2016, 02:54 PM
Q3 2015 83 $431M +$12.4M -$441M -$428M VNQ, XLK, XLY, XLV, IVV 13F-HR 11/13/2015, 02:36 PM
Q2 2015 89 $903M +$48.3K -$14M -$13.9M SPY, VNQ, XLK, XLY, QQQ 13F-HR 8/14/2015, 10:32 AM
Q1 2015 90 $945M +$29.3M -$45.6M -$16.4M SPY, VNQ, XLK, IVV, QQQ 13F-HR 5/15/2015, 12:21 PM
Q4 2014 89 $934M +$168K -$41.7M -$41.5M SPY, VNQ, XLK, IVV, QQQ 13F-HR 2/17/2015, 12:38 PM
Q3 2014 87 $933M +$46.9M -$59.3M -$12.4M SPY, VNQ, XLK, IVV, QQQ 13F-HR 11/14/2014, 08:55 AM
Q2 2014 92 $944M +$30.6M -$90.5M -$60M SPY, VNQ, XLK, QQQ, XLY 13F-HR 8/13/2014, 02:38 PM
Q1 2014 98 $978M +$47.8M -$202M -$154M SPY, VNQ, XLK, XLY, QQQ 13F-HR 5/15/2014, 09:20 AM
Q4 2013 104 $1.11B $0 $0 SPY, VNQ, QQQ, XLY, EFA 13F-HR 2/14/2014, 11:28 AM