Current Value of Holding

$38.2 Million

Shares

739 Thousand

% of Portfolio

0.16%

Average Buy Price

$49.5

Avg closing price
Price range

34 Jeremy Grantham Sun Life Financial Trades

Jeremy Grantham's position in Sun Life Financial is currently worth $38.2 Million. That's 0.16% of their equity portfolio (108th largest holding). The first Sun Life Financial trade was made in Q1 2013. Since then Jeremy Grantham bought shares thirteen more times and sold shares on twenty occasions. The stake costed the investor $36.6 Million, netting the investor a gain of 4.3% so far.

Avg closing price
Price range
Increased shares by 18.8% (+117 Thousand shares) Q4 2023
Avg closing price $49.21
Price range $44.74 - $52.25
Increased shares by 79.9% (+276 Thousand shares) Q3 2023
Avg closing price $50.13
Price range $46.92 - $52.80
New holding (+346 Thousand shares) Q2 2023
Avg closing price $49.13
Price range $46.85 - $52.12
Sold -19.9 Thousand shares Q3 2021
Avg closing price $51.43
Price range $49.24 - $53.28
Sold 92.5% shares (-245 Thousand shares) Q2 2021
Avg closing price $52.82
Price range $50.05 - $54.71
Sold 53.4% shares (-304 Thousand shares) Q1 2021
Avg closing price $48.97
Price range $44.19 - $51.73
Sold 43.4% shares (-435 Thousand shares) Q4 2020
Avg closing price $43.31
Price range $38.96 - $45.81
Sold 16.1% shares (-193 Thousand shares) Q3 2020
Avg closing price $40.44
Price range $36.00 - $43.34
Sold 32.1% shares (-565 Thousand shares) Q2 2020
Avg closing price $34.37
Price range $30.00 - $39.26
Increased shares by 73.5% (+746 Thousand shares) Q1 2020
Avg closing price $42.84
Price range $24.42 - $50.13
Increased shares by 83.7% (+463 Thousand shares) Q4 2019
Avg closing price $44.99
Price range $42.63 - $46.30
Increased shares by 1.9% (+10.1 Thousand shares) Q3 2019
Avg closing price $41.78
Price range $38.80 - $44.81
Sold 53.1% shares (-615 Thousand shares) Q2 2019
Avg closing price $40.18
Price range $38.86 - $41.53
Sold 12.6% shares (-167 Thousand shares) Q1 2019
Avg closing price $36.70
Price range $33.02 - $38.99
Increased shares by 5.1% (+64.7 Thousand shares) Q4 2018
Avg closing price $36.15
Price range $31.92 - $39.99
Increased shares by 68.7% (+513 Thousand shares) Q3 2018
Avg closing price $40.02
Price range $38.55 - $40.94
Increased shares by 280.6% (+550 Thousand shares) Q2 2018
Avg closing price $41.40
Price range $39.44 - $43.58
New holding (+196 Thousand shares) Q1 2018
Avg closing price $42.16
Price range $40.59 - $44.15
Sold -338 Thousand shares Q3 2017
Avg closing price $38.16
Price range $35.68 - $39.89
Sold 60.6% shares (-520 Thousand shares) Q2 2017
Avg closing price $34.49
Price range $32.61 - $36.29

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