Joel Greenblatt's SLF Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 5,945 shares of Sun Life Financial Inc. (SLF) worth $370,968, representing 0.00% of the portfolio. First purchased in 2015-Q1, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SLF, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 8,342 shares. Largest reduction occurred in Q1 2018, reducing 7,669 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Sun Life Financial (SLF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sun Life Financial (SLF) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2,397 | Reduce 28.73% | 5,945 | $62.40 |
| Q3 2025 | +8,342 | New Buy | 8,342 | $60.03 |
| Q2 2025 | -4,838 | Sold Out | 0 | $0.00 |
| Q1 2025 | -3,090 | Reduce 38.98% | 4,838 | $57.26 |
| Q4 2024 | +2,395 | Add 43.29% | 7,928 | $59.34 |
| Q3 2024 | +1,074 | Add 24.09% | 5,533 | $58.02 |
| Q2 2024 | -2,741 | Reduce 38.07% | 4,459 | $48.99 |
| Q1 2024 | -278 | Reduce 3.72% | 7,200 | $54.58 |
| Q4 2023 | +7,478 | New Buy | 7,478 | $51.86 |
| Q2 2020 | -6,673 | Sold Out | 0 | $0.00 |
| Q1 2020 | +6,673 | New Buy | 6,673 | $32.07 |
| Q1 2018 | -7,669 | Sold Out | 0 | $0.00 |
| Q4 2017 | +224 | Add 3.01% | 7,669 | $41.20 |
| Q3 2017 | -1,375 | Reduce 15.59% | 7,445 | $39.76 |
| Q2 2017 | +683 | Add 8.39% | 8,820 | $35.71 |
| Q1 2017 | +8,137 | New Buy | 8,137 | $36.50 |
| Q3 2015 | -7,047 | Sold Out | 0 | $0.00 |
| Q2 2015 | -75 | Reduce 1.05% | 7,047 | $33.35 |
| Q1 2015 | +7,122 | New Buy | 7,122 | $30.89 |
Joel Greenblatt's Sun Life Financial Investment FAQs
Joel Greenblatt first purchased Sun Life Financial Inc. (SLF) in Q1 2015, acquiring 7,122 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Sun Life Financial Inc. (SLF) for 19 quarters since Q1 2015.
Joel Greenblatt's largest addition to Sun Life Financial Inc. (SLF) was in Q3 2025, adding 8,342 shares worth $500,770.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 5,945 shares of Sun Life Financial Inc. (SLF), valued at approximately $370,968.
As of the Q4 2025 filing, Sun Life Financial Inc. (SLF) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Sun Life Financial Inc. (SLF) was 8,820 shares, as reported at the end of Q2 2017.