SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

AE Wealth Management LLC's Holding History (CIK: 0001697723)

Note: Option positions (PUT/CALL) are excluded.

Q4 2023
Shares 48,732 Value ($000) $2,504 Avg Close $49.21 Range $44.57 - $52.72
Q3 2023
Shares 42,580 Value ($000) $2,078 Avg Close $50.13 Range $46.74 - $53.21
Q2 2023
Shares 42,464 Value ($000) $2,213 Avg Close $49.13 Range $46.51 - $52.29
Q1 2023
Shares 37,302 Value ($000) $1,742 Avg Close $48.14 Range $43.53 - $51.63
Q4 2022
Shares 27,609 Value ($000) $1,282 Avg Close $44.25 Range $37.96 - $47.89
Q3 2022
Shares 16,813 Value ($000) $668 Avg Close $44.82 Range $39.38 - $48.72
Q2 2022
Shares 16,172 Value ($000) $741 Avg Close $49.82 Range $43.80 - $56.28
Q1 2022
Shares 14,967 Value ($000) $836 Avg Close $55.08 Range $50.74 - $58.49
Q4 2021
Shares 14,029 Value ($000) $781 Avg Close $55.28 Range $50.89 - $57.93
Q3 2021
Shares 13,191 Value ($000) $679 Avg Close $51.43 Range $48.85 - $53.38
Q2 2021
Shares 12,021 Value ($000) $620 Avg Close $52.82 Range $50.05 - $55.07
Q1 2021
Shares 12,116 Value ($000) $612 Avg Close $48.97 Range $43.74 - $52.15
Q4 2020
Shares 10,874 Value ($000) $483 Avg Close $43.31 Range $38.53 - $46.23
Q3 2020
Shares 11,116 Value ($000) $453 Avg Close $40.44 Range $35.54 - $43.65
Q2 2020
Shares 11,064 Value ($000) $407 Avg Close $34.37 Range $29.69 - $39.81
Q1 2020
Shares 6,424 Value ($000) $206 Avg Close $42.84 Range $24.37 - $50.13
Q4 2019
Shares 6,178 Value ($000) $282 Avg Close $44.99 Range $42.47 - $47.02
Q3 2019
Shares 5,539 Value ($000) $248 Avg Close $41.78 Range $38.40 - $45.02
Q2 2019
Shares 5,453 Value ($000) $226 Avg Close $40.18 Range $38.61 - $41.76
Q3 2018
Shares 5,661 Value ($000) $225 Avg Close $40.02 Range $38.10 - $41.22