Bellevue Asset Management’s Manulife Financial MFC Stock Holding History

Bellevue Asset Management’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
2024 Q4	–	Sell	-1,696	Closed	-$50.1K	–	504
2024 Q3	$50.1K	Hold	1,696	–	–	0.03%	161
2024 Q2	$45.1K	Hold	1,696	–	–	0.02%	160
2024 Q1	$42.4K	Hold	1,696	–	–	0.02%	167
2023 Q4	$37.5K	Hold	1,696	–	–	0.03%	170
2023 Q3	$31K	Hold	1,696	–	–	0.02%	183
2023 Q2	$32.1K	Hold	1,696	–	–	0.02%	185
2023 Q1	$31.1K	Hold	1,696	–	–	0.02%	187
2022 Q4	$30.2K	Hold	1,696	–	–	0.02%	192
2022 Q3	$28K	Hold	1,696	–	–	0.02%	200
2022 Q2	$29K	Hold	1,696	–	–	0.02%	204
2022 Q1	$36K	Hold	1,696	–	–	0.02%	204
2021 Q4	$32K	Hold	1,696	–	–	0.02%	220
2021 Q3	$33K	Hold	1,696	–	–	0.02%	218
2021 Q2	$33K	Hold	1,696	–	–	0.02%	220
2021 Q1	$37K	Hold	1,696	–	–	0.02%	214
2020 Q4	$32K	Hold	1,696	–	–	0.02%	221
2020 Q3	$24K	Hold	1,696	–	–	0.02%	241
2020 Q2	$23K	Hold	1,696	–	–	0.02%	250
2020 Q1	$20K	Hold	1,696	–	–	0.02%	276
2019 Q4	$34K	Buy	+1,696	New	+$32.4K	0.03%	199

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bellevue Asset Management's MFC Position: Q4 2024 in Review

Bellevue Asset Management sold out of Manulife Financial (MFC) in Q4 2024, closing a stake of 1,696 shares — an estimated $50.1K sold.

Bellevue Asset Management first reported a position in MFC in Q4 2019 and held it in 20 quarters. The position peaked at $50.1K in Q3 2024. 706 funds tracked by Wall St. Rank hold MFC as of Q4 2024.

Bellevue Asset Management reported no remaining Manulife Financial position as of Q4 2024 after selling out during the quarter.
Bellevue Asset Management sold 1,696 Manulife Financial shares in Q4 2024, an estimated $50.1K.
Bellevue Asset Management first reported a position in Manulife Financial in Q4 2019 and held it in 20 quarters.
Bellevue Asset Management's Manulife Financial position peaked at $50.1K in Q3 2024.
706 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2024.

Based on Bellevue Asset Management's 13F filing for Q4 2024, filed 6 Feb 2025.