Algert Global’s Manulife Financial MFC Stock Holding History

Algert Global’s Portfolio MFC Stock Details MFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-27,127	Closed	-$864K	–	1262
2025 Q2	$864K	Sell	27,127 -1,398	-5%	-$43.1K	0.02%	839
2025 Q1	$890K	Buy	+28,525	New	+$862K	0.02%	790
2022 Q2	–	Sell	-13,084	Closed	-$279K	–	1314
2022 Q1	$279K	Hold	13,084	–	–	0.02%	965
2021 Q4	$249K	Buy	+13,084	New	+$253K	0.03%	789
2020 Q2	–	Sell	-20,716	Closed	-$258K	–	470
2020 Q1	$258K	Sell	20,716 -5,174	-20%	-$89.9K	0.11%	268
2019 Q4	$526K	Hold	25,890	–	–	0.16%	201
2019 Q3	$475K	Buy	+25,890	New	+$457K	0.18%	160
2014 Q3	–	Sell	-25,300	Closed	-$504K	–	302
2014 Q2	$504K	Sell	25,300 -39,970	-61%	-$755K	0.32%	124
2014 Q1	$1.26M	Sell	65,270 -12,030	-16%	-$230K	0.5%	60
2013 Q4	$1.52M	Sell	77,300 -11,480	-13%	-$210K	0.41%	90
2013 Q3	$1.47M	Sell	88,780 -85,120	-49%	-$1.45M	0.42%	86
2013 Q2	$2.77M	Buy	+173,900	New	+$2.64M	0.86%	26

Other funds holding MFC

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return