Montrusco Bolton Investments Inc. / LIE
Montrusco Bolton Investments Inc.’s Sun Life Financial Inc. Position
Does Montrusco Bolton Investments Inc. own Sun Life Financial Inc. (LIE)? Yes — 200.8K shares worth $13M (+0.19% of its 13F portfolio) as of Q1 2026, down from 203.5K shares the prior filed quarter.
Position Value
$13M
Q1 2026
Shares
200.8K
% of Portfolio
+0.19%
Quarters Held
30
currently held
Position History LIE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 200.8K | $13M | +0.19% |
| Q4 2025 | 203.5K | $13M | +0.16% |
| Q3 2025 | 302.5K | $18M | +0.21% |
| Q2 2025 | 368.4K | $24M | +0.27% |
| Q1 2025 | 352.1K | $20M | +0.26% |
| Q4 2024 | 10.6K | $627,455 | +0.01% |
| Q3 2024 | 11.7K | $676,809 | +0.01% |
| Q2 2024 | 11.1K | $543,807 | +0.01% |
| Q1 2024 | 627.3K | $34M | +0.36% |
| Q4 2023 | 632.6K | $33M | +0.41% |
| Q3 2023 | 642.6K | $31M | +0.46% |
| Q2 2023 | 700.8K | $37M | +0.57% |
| Q1 2023 | 480.0K | $22M | +0.46% |
| Q4 2022 | 489.8K | $23M | +0.53% |
| Q3 2022 | 729.2K | $29M | +0.77% |
| Q2 2022 | 738.3K | $34M | +0.90% |
| Q1 2022 | 905.7K | $51M | +1.17% |
| Q4 2021 | 754.6K | $42M | +0.99% |
| Q3 2021 | 811.8K | $42M | +1.14% |
| Q2 2021 | 831.5K | $43M | +1.29% |
| Q1 2021 | 683.3K | $35M | +1.13% |
| Q4 2020 | 710.8K | $32M | +1.39% |
| Q3 2020 | 1.16M | $47M | +2.37% |
| Q2 2020 | 1.14M | $44M | +2.54% |
| Q1 2020 | 175.9K | $6M | +0.44% |
| Q4 2019 | 455.8K | $21M | +1.20% |
| Q3 2019 | 462.3K | $21M | +1.23% |
| Q2 2019 | 451.3K | $19M | +1.22% |
| Q1 2019 | 782.1K | $32M | +2.08% |
| Q4 2018 | 1.81M | $60M | +4.04% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Montrusco Bolton Investments Inc.’s full portfolio or all institutional holders of LIE.