SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

Northwest & Ethical Investments L.P.'s Holding History (CIK: 0002033536)

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

Q4 2025
Shares 442,833 Value ($000) $27,645 Avg Close $60.42 Range $57.22 - $63.12
Q3 2025
Shares 538,663 Value ($000) $32,350 Avg Close $60.14 Range $56.22 - $66.57
Q2 2025
Shares 670,116 Value ($000) $44,556 Avg Close $61.32 Range $52.44 - $66.81
Q1 2025
Shares 735,766 Value ($000) $42,135 Avg Close $57.00 Range $53.57 - $59.88
Q4 2024
Shares 688,974 Value ($000) $40,835 Avg Close $59.01 Range $55.24 - $62.85
Q3 2024
Shares 589,272 Value ($000) $34,185 Avg Close $52.26 Range $46.41 - $58.49
Q2 2024
Shares 601,160 Value ($000) $29,477 Avg Close $50.75 Range $46.91 - $54.55
Q1 2024
Shares 577,835 Value ($000) $31,529 Avg Close $52.90 Range $49.74 - $55.46
Q4 2023
Shares 560,016 Value ($000) $29,044 Avg Close $49.21 Range $44.57 - $52.72
Q3 2023
Shares 634,233 Value ($000) $30,945 Avg Close $50.13 Range $46.74 - $53.21
Q2 2023
Shares 650,872 Value ($000) $33,930 Avg Close $49.13 Range $46.51 - $52.29
Q1 2023
Shares 655,155 Value ($000) $30,608 Avg Close $48.14 Range $43.53 - $51.63
Q4 2022
Shares 677,363 Value ($000) $31,442 Avg Close $44.25 Range $37.96 - $47.89
Q3 2022
Shares 727,663 Value ($000) $28,936 Avg Close $44.82 Range $39.38 - $48.72
Q2 2022
Shares 670,131 Value ($000) $30,706 Avg Close $49.82 Range $43.80 - $56.28
Q1 2022
Shares 597,693 Value ($000) $33,371 Avg Close $55.08 Range $50.74 - $58.49
Q4 2021
Shares 581,873 Value ($000) $32,389 Avg Close $55.28 Range $50.89 - $57.93
Q3 2021
Shares 621,564 Value ($000) $31,996 Avg Close $51.43 Range $48.85 - $53.38
Q2 2021
Shares 623,141 Value ($000) $32,132 Avg Close $52.82 Range $50.05 - $55.07
Q1 2021
Shares 528,865 Value ($000) $26,727 Avg Close $48.97 Range $43.74 - $52.15
Q4 2020
Shares 544,550 Value ($000) $24,214 Avg Close $43.31 Range $38.53 - $46.23
Q3 2020
Shares 583,331 Value ($000) $23,770 Avg Close $40.44 Range $35.54 - $43.65
Q2 2020
Shares 624,919 Value ($000) $22,969 Avg Close $34.37 Range $29.69 - $39.81
Q1 2020
Shares 588,904 Value ($000) $18,944 Avg Close $42.84 Range $24.37 - $50.13
Q4 2019
Shares 474,563 Value ($000) $21,624 Avg Close $44.99 Range $42.47 - $47.02
Q3 2019
Shares 476,349 Value ($000) $21,300 Avg Close $41.78 Range $38.40 - $45.02
Q2 2019
Shares 482,017 Value ($000) $19,961 Avg Close $40.18 Range $38.61 - $41.76
Q1 2019
Shares 482,837 Value ($000) $18,550 Avg Close $36.70 Range $32.67 - $39.34
Q4 2018
Shares 486,318 Value ($000) $16,133 Avg Close $36.15 Range $31.49 - $40.23
Q3 2018
Shares 424,190 Value ($000) $16,864 Avg Close $40.02 Range $38.10 - $41.22
Q2 2018
Shares 466,656 Value ($000) $18,753 Avg Close $41.40 Range $39.08 - $44.00
Q1 2018
Shares 452,111 Value ($000) $18,567 Avg Close $42.16 Range $39.56 - $44.50
Q4 2017
Shares 496,561 Value ($000) $20,494 Avg Close $39.86 Range $38.54 - $41.40
Q3 2017
Shares 524,776 Value ($000) $20,898 Avg Close $38.16 Range $35.54 - $40.04
Q2 2017
Shares 529,496 Value ($000) $18,929 Avg Close $34.49 Range $32.22 - $36.56
Q1 2017
Shares 492,016 Value ($000) $17,966 Avg Close $38.00 Range $35.03 - $40.57
Q4 2016
Shares 525,742 Value ($000) $20,185 Avg Close $36.23 Range $32.03 - $39.87
Q3 2016
Shares 328,342 Value ($000) $10,686 Avg Close $32.16 Range $30.38 - $33.27
Q2 2016
Shares 427,442 Value ($000) $14,044 Avg Close $33.52 Range $30.79 - $35.46
Q1 2016
Shares 433,155 Value ($000) $13,992 Avg Close $29.35 Range $25.31 - $32.90
Q4 2015
Shares 486,305 Value ($000) $15,162 Avg Close $32.98 Range $30.59 - $34.63
Q3 2015
Shares 558,957 Value ($000) $17,961 Avg Close $32.42 Range $27.87 - $34.87
Q2 2015
Shares 358,657 Value ($000) $11,990 Avg Close $32.96 Range $30.49 - $35.13
Q1 2015
Shares 346,079 Value ($000) $10,650 Avg Close $31.93 Range $29.99 - $36.25
Q4 2014
Shares 496,845 Value ($000) $17,953 Avg Close $35.76 Range $31.52 - $38.08
Q3 2014
Shares 433,945 Value ($000) $15,719 Avg Close $37.58 Range $36.13 - $38.85
Q2 2014
Shares 602,814 Value ($000) $22,145 Avg Close $34.44 Range $32.28 - $36.87
Q1 2014
Shares 572,575 Value ($000) $19,830 Avg Close $34.43 Range $31.69 - $36.21
Q4 2013
Shares 747,332 Value ($000) $26,363 Avg Close $34.04 Range $31.22 - $36.33
Q3 2013
Shares 751,244 Value ($000) $24,031 Avg Close $31.79 Range $29.30 - $32.99
Q2 2013
Shares 857,114 Value ($000) $25,399 Avg Close $28.45 Range $25.54 - $30.31
Q1 2013
Shares 594,921 Value ($000) $16,238 Avg Close $28.28 Range $26.65 - $29.97
Q4 2012
Shares 186,294 Value ($000) $4,938 Avg Close — Range —
Q1 2012
Shares 61,206 Value ($000) $1,450 Avg Close — Range —
Q3 2011
Shares 70,900 Value ($000) $1,693 Avg Close — Range —
Q2 2011
Shares 70,900 Value ($000) $2,136 Avg Close — Range —
Q1 2011
Shares 150,400 Value ($000) $4,716 Avg Close — Range —
Q4 2010
Shares 404,770 Value ($000) $12,254 Avg Close — Range —
Q3 2010
Shares 406,770 Value ($000) $10,633 Avg Close — Range —
Q2 2010
Shares 410,870 Value ($000) $10,832 Avg Close — Range —
Q1 2010
Shares 412,270 Value ($000) $13,262 Avg Close — Range —
Q4 2009
Shares 412,270 Value ($000) $11,916 Avg Close — Range —
Q3 2009
Shares 442,100 Value ($000) $13,834 Avg Close — Range —