3D/L Capital Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

3D/L Capital Management’s Portfolio JHMM Stock Details JHMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-74,537	Closed	-$3.53M	–	43
2023 Q3	$3.53M	Sell	74,537 -772	-1%	-$38.3K	1.15%	17
2023 Q2	$3.74M	Buy	75,309 +730	+1%	+$34.7K	1.08%	19
2023 Q1	$3.57M	Buy	74,579 +2,612	+4%	+$127K	0.95%	20
2022 Q4	$3.35M	Sell	71,967 -1,650	-2%	-$76.7K	0.9%	21
2022 Q3	$3.14M	Buy	73,617 +181	+0.2%	+$8.48K	0.93%	19
2022 Q2	$3.24M	Buy	73,436 +396	+0.5%	+$19.2K	0.91%	19
2022 Q1	$3.84M	Buy	73,040 +371	+0.5%	+$19.3K	0.95%	20
2021 Q4	$4.04M	Sell	72,669 -1,582	-2%	-$86.3K	0.94%	20
2021 Q3	$3.83M	Buy	74,251 +1,503	+2%	+$79.1K	0.92%	20
2021 Q2	$3.77M	Sell	72,748 -5,107	-7%	-$262K	0.9%	20
2021 Q1	$3.83M	Buy	77,855 +1,330	+2%	+$63.3K	0.97%	19
2020 Q4	$3K	Buy	+76,525	New	+$3.2M	﹤0.01%	85

Other funds holding JHMM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3D/L Capital Management's JHMM Position: Q4 2023 in Review

3D/L Capital Management sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q4 2023, closing a stake of 74,537 shares — an estimated $3.53M sold.

3D/L Capital Management first reported a position in JHMM in Q4 2020 and held it in 12 quarters. The position peaked at $4.04M in Q4 2021. 211 funds tracked by Wall St. Rank hold JHMM as of Q4 2023.

3D/L Capital Management reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q4 2023 after selling out during the quarter.
3D/L Capital Management sold 74,537 John Hancock Multifactor Mid Cap ETF shares in Q4 2023, an estimated $3.53M.
3D/L Capital Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2020 and held it in 12 quarters.
3D/L Capital Management's John Hancock Multifactor Mid Cap ETF position peaked at $4.04M in Q4 2021.
211 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.