SUN LIFE FINANCIAL INC

TORONTO, A6 How do I update this listing?

SUN Life Financial is based out of Toronto. Their last reported 13F filing for Q1 2020 included $396,983,000 in managed 13F securities and a top 10 holdings concentration of 83.09%. SUN Life Financial's largest holding is SPDR S&P 500 ETF Trust with shares held of 867,836. SUN Life Financial has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 83 13F filings, 69 13G filings, and 7 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2015-03-27. The notice included securities offered of Equity

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03/31/2020

13F Activity

  • Market Value $396.983 Million
  • Prior Market Value $374.187 Million
  • New Purchases7 stocks
  • Additional Purchases252 stocks
  • Sold out of7 stocks
  • Reduced holdings in145 stocks
  • Top 10 Holdings % 83.09 %
  • Turnover % [1]:3.00%
  • Turnover Alt % [2]: 28.13 %
  • Time Held Top20:7.15 quarters
  • Time Held Top10:8.20 quarters
  • Time Held All:15.30 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 25.51%
Performance Last 4 Quarters: -8.19%
Performance Metrics
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*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
MFS
Sun Life Assurance Company of Canada
Sun Life Capital Management (U.S.) LLC

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Form 4 - Recent Insider Transactions

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2015-03-27 D INSURANCE Equity 38,000,000 0 38,000,000
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
BARBARA G. STYMIEST subscription required
    DIRECTOR
CAROLYN D. BLAIR subscription required
    EXECUTIVE OFFICER
CLAUDE A. ACCUM subscription required
    EXECUTIVE OFFICER
COLM J. FREYNE subscription required
    EXECUTIVE OFFICER
DANIEL R. FISHBEIN subscription required
    EXECUTIVE OFFICER
DEAN A. CONNOR subscription required
    EXECUTIVE OFFICER DIRECTOR
HUGH D. SEGAL subscription required
    DIRECTOR
JAMES H. SUTCLIFFE subscription required
    DIRECTOR
JOHN H. CLAPPISON subscription required
    DIRECTOR
KEVIN P. DOUGHERTY subscription required
    EXECUTIVE OFFICER
KEVIN D. STRAIN subscription required
    EXECUTIVE OFFICER
KRYSTYNA T. HOEG subscription required
    DIRECTOR
M. MARIANNE HARRIS subscription required
    DIRECTOR
MARK S. SAUNDERS subscription required
    EXECUTIVE OFFICER
MARTIN J. G. GLYNN subscription required
    DIRECTOR
MARY DE PAOLI subscription required
    EXECUTIVE OFFICER
MELISSA J. KENNEDY subscription required
    EXECUTIVE OFFICER
REAL RAYMOND subscription required
    DIRECTOR
RICHARD H. BOOTH subscription required
    DIRECTOR
SARA G. LEWIS subscription required
    DIRECTOR
STEPHEN C. PEACHER subscription required
    EXECUTIVE OFFICER
WILLIAM D. ANDERSON subscription required
    DIRECTOR

WhaleScore history for SUN LIFE FINANCIAL INC

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**EXPERIMENTAL** Current Hong Kong Exchange Long Positions

Updated daily

Holder Issuer Transaction Date Transaction Type Avg PPS Shares Involved Shares Owned % Capital Origin
Sun Life Financial Inc. Esprit Holdings Ltd. 2019-11-26 Long 1.537 380,700 112,949,322 5.98% Hong Kong

Position History

Holder Issuer Transaction Date Transaction Type Avg PPS Shares Involved Shares Owned % Capital Origin
Sun Life Financial Inc. Esprit Holdings Ltd. 2019-06-14 Long 1.555 1,951,100 130,380,922 6.91% Hong Kong
Sun Life Financial Inc. Esprit Holdings Ltd. 2019-03-22 Long 1.77 224,700 150,876,222 7.99% Hong Kong
Sun Life Financial Inc. Esprit Holdings Ltd. 2018-12-06 Long 1.836 411,650 188,578,479 9.99% Hong Kong
Sun Life Financial Inc. Esprit Holdings Ltd. 2018-10-24 Long 2.027 1,024,300 207,125,219 10.98% Hong Kong
Sun Life Financial Inc. Esprit Holdings Ltd. 2017-11-08 Long 4.266 5,768,300 228,470,954 11.95% Hong Kong

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