Aperio Group’s Manulife Financial MFC Stock Holding History

Aperio Group’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
2020 Q4	$13.9M	Buy	778,371 +14,529	+2%	+$232K	0.04%	442
2020 Q3	$10.6M	Buy	763,842 +83,705	+12%	+$1.2M	0.04%	452
2020 Q2	$9.26M	Sell	680,137 -33,551	-5%	-$422K	0.03%	482
2020 Q1	$8.95M	Sell	713,688 -20,620	-3%	-$358K	0.04%	448
2019 Q4	$14.9M	Sell	734,308 -51,698	-7%	-$987K	0.05%	386
2019 Q3	$14.4M	Buy	786,006 +29,300	+4%	+$517K	0.06%	366
2019 Q2	$13.8M	Buy	756,706 +203,264	+37%	+$3.62M	0.06%	377
2019 Q1	$9.36M	Buy	553,442 +39,291	+8%	+$639K	0.04%	483
2018 Q4	$7.3M	Buy	514,151 +50,202	+11%	+$796K	0.04%	500
2018 Q3	$8.29M	Sell	463,949 -41,746	-8%	-$759K	0.04%	504
2018 Q2	$9.09M	Buy	505,695 +46,938	+10%	+$884K	0.04%	463
2018 Q1	$8.52M	Buy	458,757 +36,452	+9%	+$730K	0.04%	479
2017 Q4	$8.81M	Buy	422,305 +1,238	+0.3%	+$25.7K	0.04%	462
2017 Q3	$8.54M	Buy	421,067 +13,523	+3%	+$269K	0.05%	429
2017 Q2	$7.65M	Buy	407,544 +1,409	+0.3%	+$24.8K	0.05%	451
2017 Q1	$7.21M	Sell	406,135 -84,612	-17%	-$1.56M	0.05%	430
2016 Q4	$8.74M	Sell	490,747 -129,000	-21%	-$2.1M	0.07%	344
2016 Q3	$8.74M	Buy	619,747 +90,410	+17%	+$1.23M	0.06%	351
2016 Q2	$7.24M	Sell	529,337 -60,086	-10%	-$856K	0.06%	386
2016 Q1	$8.33M	Buy	589,423 +114,044	+24%	+$1.53M	0.07%	318
2015 Q4	$7.12M	Buy	475,379 +119,372	+34%	+$1.93M	0.07%	338
2015 Q3	$5.51M	Buy	356,007 +24,738	+7%	+$415K	0.06%	398
2015 Q2	$6.16M	Buy	331,269 +103,236	+45%	+$1.92M	0.06%	350
2015 Q1	$3.88M	Sell	228,033 -74,612	-25%	-$1.28M	0.04%	477
2014 Q4	$5.78M	Sell	302,645 -19,029	-6%	-$360K	0.07%	344
2014 Q3	$6.19M	Buy	321,674 +14,091	+5%	+$284K	0.08%	299
2014 Q2	$6.11M	Buy	307,583 +44,701	+17%	+$845K	0.09%	284
2014 Q1	$5.08M	Buy	+262,882	New	+$5.03M	0.07%	367
2013 Q4	–	Sell	-174,621	Closed	-$3.19M	–	381
2013 Q3	$2.89M	Buy	174,621 +36,199	+26%	+$618K	0.06%	450
2013 Q2	$2.22M	Buy	+138,422	New	+$2.1M	0.05%	458

Other funds holding MFC

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Aperio Group's MFC Position: Q4 2020 in Review

Aperio Group increased its Manulife Financial (MFC) stake by 1.9% in Q4 2020, buying an estimated $232K and bringing the position to 778,371 shares worth $13.9M. The position accounts for 0.04% of the portfolio, ranked #442.

Aperio Group first reported a position in MFC in Q2 2013 and has held it in 30 quarters since. The position peaked at $14.9M in Q4 2019. 448 funds tracked by Wall St. Rank hold MFC as of Q4 2020.

Aperio Group held 778,371 shares of Manulife Financial worth $13.9M as of Q4 2020.
Aperio Group bought 14,529 Manulife Financial shares in Q4 2020, an estimated $232K.
Manulife Financial made up 0.04% of Aperio Group's portfolio in Q4 2020, its #442 holding.
Aperio Group first reported a position in Manulife Financial in Q2 2013 and has held it in 30 quarters since.
Aperio Group's Manulife Financial position peaked at $14.9M in Q4 2019.
448 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.