Current Value of Holding

$46.5M

Shares

638k

% of Portfolio

0.10%

Average Buy Price

$53.1

Avg closing price
Price range

43 Jeremy Grantham Sun Life Financial Trades

Jeremy Grantham's position in Sun Life Financial is currently worth $46.5M. That's 0.10% of their equity portfolio (85th largest holding). The first Sun Life Financial trade was made in Q1 2013. Since then Jeremy Grantham bought shares seventeen more times and sold shares on 25 occasions. The stake costed the investor $33.9M, netting the investor a gain of 37% so far.

Avg closing price
Price range
Increased shares by 20.4% (+108k shares) Q1 2026
Avg closing price $63.73
Price range $61.37 - $68.98
Increased shares by 18.9% (+84.1k shares) Q4 2025
Avg closing price $60.39
Price range $57.60 - $62.79
Sold 6.9% shares (-33k shares) Q3 2025
Avg closing price $60.20
Price range $56.54 - $66.41
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

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!