Joel Greenblatt - Gotham Asset Management
Holding/activity history for Sun Life Financial Inc. (SLF)
← All SLF superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 10,586 | <0.01 | Add 78.07% | <0.01 | $61.19–69.67 · VW $64.43i | $662,260 | SEC |
| 2025 Q4 | 5,945 | <0.01 | Reduce 28.73% | <0.01 | $57.22–63.12 · VW $60.40i | $370,968 | SEC |
| 2025 Q3 | 8,342 | <0.01 | Buy | <0.01 | $56.22–66.57 · VW $60.41i | $500,770 | SEC |
| 2025 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $52.44–66.81 · VW $62.14i | SEC | |
| 2025 Q1 | 4,838 | <0.01 | Reduce 38.98% | <0.01 | $53.57–59.88 · VW $56.68i | $277,024 | SEC |
| 2024 Q4 | 7,928 | <0.01 | Add 43.29% | <0.01 | $55.24–62.85 · VW $59.07i | $470,448 | SEC |
| 2024 Q3 | 5,533 | <0.01 | Add 24.09% | <0.01 | $46.41–58.49 · VW $52.76i | $321,025 | SEC |
| 2024 Q2 | 4,459 | <0.01 | Reduce 38.07% | <0.01 | $46.91–54.55 · VW $50.54i | $218,446 | SEC |
| 2024 Q1 | 7,200 | <0.01 | Reduce 3.72% | <0.01 | $49.74–55.46 · VW $52.97i | $392,976 | SEC |
| 2023 Q4 | 7,478 | <0.01 | Buy | <0.01 | $44.57–52.72 · VW $49.25i | $387,809 | SEC |
| 2020 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $29.69–39.81 · VW $34.64i | SEC | |
| 2020 Q1 | 6,673 | <0.01 | Buy | <0.01 | $24.37–50.13 · VW $38.99i | $214,000 | SEC |
| 2018 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $39.56–44.50 · VW $41.90i | SEC | |
| 2017 Q4 | 7,669 | <0.01 | Add 3.01% | <0.01 | $38.54–41.40 · VW $39.93i | $316,000 | SEC |
| 2017 Q3 | 7,445 | <0.01 | Reduce 15.59% | <0.01 | $35.54–40.04 · VW $38.29i | $296,000 | SEC |
| 2017 Q2 | 8,820 | <0.01 | Add 8.39% | <0.01 | $32.22–36.56 · VW $34.52i | $315,000 | SEC |
| 2017 Q1 | 8,137 | <0.01 | Buy | <0.01 | $35.03–40.57 · VW $37.82i | $297,000 | SEC |
| 2015 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $27.87–34.87 · VW $31.95i | SEC | |
| 2015 Q2 | 7,047 | <0.01 | Reduce 1.05% | $30.49–35.13 · VW $32.75i | $235,000 | SEC | |
| 2015 Q1 | 7,122 | <0.01 | Buy | <0.01 | $29.99–36.25 · VW $31.69i | $220,000 | SEC |
Price snapshot:
Current price$78.47
Avg. buy price$61.14
+/- since buy28.35%
52-week low$55.11
52-week high$80.90