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      Current Value of Holding

      $27.7M

      Shares

      478k

      % of Portfolio

      0.08%

      Average Buy Price

      $51.3

      Avg closing price
      Price range

      40 Jeremy Grantham Sun Life Financial Trades

      Jeremy Grantham's position in Sun Life Financial is currently worth $27.7M. That's 0.08% of their equity portfolio (143rd largest holding). The first Sun Life Financial trade was made in Q1 2013. Since then Jeremy Grantham bought shares fifteen more times and sold shares on 24 occasions. The stake costed the investor $24.5M, netting the investor a gain of 13% so far.

      Avg closing price
      Price range
      Increased shares by 8.5% (+37.3k shares) Q2 2025
      Avg closing price $61.33
      Price range $53.39 - $66.45
      Increased shares by 56.9% (+160k shares) Q1 2025
      Avg closing price $57.02
      Price range $54.05 - $59.19
      Sold 27.5% shares (-107k shares) Q4 2024
      Avg closing price $59.07
      Price range $55.42 - $62.69
      Sold 8.1% shares (-34.2k shares) Q3 2024
      Avg closing price $52.26
      Price range $47.07 - $58.10
      Sold 14.6% shares (-72.4k shares) Q2 2024
      Avg closing price $50.75
      Price range $47.48 - $53.96
      Sold 33.1% shares (-245k shares) Q1 2024
      Avg closing price $52.90
      Price range $50.02 - $55.17
      Increased shares by 18.8% (+117k shares) Q4 2023
      Avg closing price $49.21
      Price range $44.74 - $52.25
      Increased shares by 79.9% (+276k shares) Q3 2023
      Avg closing price $50.13
      Price range $46.92 - $52.80
      New holding (+346k shares) Q2 2023
      Avg closing price $49.13
      Price range $46.85 - $52.12
      Sold -19.9k shares Q3 2021
      Avg closing price $51.43
      Price range $49.24 - $53.28
      Sold 92.5% shares (-245k shares) Q2 2021
      Avg closing price $52.82
      Price range $50.05 - $54.71
      Sold 53.4% shares (-304k shares) Q1 2021
      Avg closing price $48.97
      Price range $44.19 - $51.73
      Sold 43.4% shares (-435k shares) Q4 2020
      Avg closing price $43.31
      Price range $38.96 - $45.81
      Sold 16.1% shares (-193k shares) Q3 2020
      Avg closing price $40.44
      Price range $36.00 - $43.34
      Sold 32.1% shares (-565k shares) Q2 2020
      Avg closing price $34.37
      Price range $30.00 - $39.26
      Increased shares by 73.5% (+746k shares) Q1 2020
      Avg closing price $42.84
      Price range $24.42 - $50.13
      Increased shares by 83.7% (+463k shares) Q4 2019
      Avg closing price $44.99
      Price range $42.63 - $46.30
      Increased shares by 1.9% (+10.1k shares) Q3 2019
      Avg closing price $41.78
      Price range $38.80 - $44.81
      Sold 53.1% shares (-615k shares) Q2 2019
      Avg closing price $40.18
      Price range $38.86 - $41.53
      Sold 12.6% shares (-167k shares) Q1 2019
      Avg closing price $36.70
      Price range $33.02 - $38.99

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