Balasa Dinverno & Foltz’s Manulife Financial MFC Stock Holding History

Balasa Dinverno & Foltz’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
2022 Q3	$185K	Buy	11,779 +195	+2%	+$3.42K	0.01%	326
2022 Q2	$201K	Buy	11,584 +203	+2%	+$3.84K	0.01%	324
2022 Q1	$243K	Hold	11,381	–	–	0.02%	310
2021 Q4	$217K	Hold	11,381	–	–	0.01%	323
2021 Q3	$219K	Hold	11,381	–	–	0.02%	307
2021 Q2	$224K	Hold	11,381	–	–	0.02%	304
2021 Q1	$245K	Sell	11,381 -625	-5%	-$12.5K	0.02%	269
2020 Q4	$214K	Buy	+12,006	New	+$192K	0.02%	275

Other funds holding MFC

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

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

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

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

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

JFL

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

Norges Bank Oslo, Norway $935B AUM

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Balasa Dinverno & Foltz's MFC Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its Manulife Financial (MFC) stake by 1.7% in Q3 2022, buying an estimated $3.42K and bringing the position to 11,779 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #326.

Balasa Dinverno & Foltz first reported a position in MFC in Q4 2020 and has held it in 8 quarters since. The position peaked at $245K in Q1 2021. 499 funds tracked by Wall St. Rank hold MFC as of Q3 2022.

Balasa Dinverno & Foltz held 11,779 shares of Manulife Financial worth $185K as of Q3 2022.
Balasa Dinverno & Foltz bought 195 Manulife Financial shares in Q3 2022, an estimated $3.42K.
Manulife Financial made up 0.01% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #326 holding.
Balasa Dinverno & Foltz first reported a position in Manulife Financial in Q4 2020 and has held it in 8 quarters since.
Balasa Dinverno & Foltz's Manulife Financial position peaked at $245K in Q1 2021.
499 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.