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Buckingham Strategic Wealth’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$24.6M Sell
447,352
-13,994
-3% -$775K 0.25% 57
2024
Q1 		$26.5M Sell
461,346
-8,470
-2% -$455K 0.28% 53
2023
Q4 		$24.7M Sell
469,816
-2,355
-0.5% -$114K 0.29% 46
2023
Q3 		$22.3M Buy
472,171
+1,964
+0.4% +$97.4K 0.32% 45
2023
Q2 		$23.4M Sell
470,207
-15,066
-3% -$716K 0.33% 44
2023
Q1 		$22.6M Hold
485,273
– – 0.41% 36
2022
Q4 		$22.6M Sell
485,273
-3,212
-0.7% -$149K 0.41% 36
2022
Q3 		$20.8M Sell
488,485
-15,405
-3% -$722K 0.42% 35
2022
Q2 		$22.3M Sell
503,890
-2,713
-0.5% -$131K 0.44% 31
2022
Q1 		$26.6M Sell
506,603
-34,115
-6% -$1.78M 0.52% 28
2021
Q4 		$30.1M Sell
540,718
-6,366
-1% -$347K 0.58% 23
2021
Q3 		$28.3M Buy
547,084
+8,372
+2% +$440K 0.58% 24
2021
Q2 		$27.9M Buy
538,712
+14,966
+3% +$768K 0.67% 21
2021
Q1 		$25.7M Buy
523,746
+19,166
+4% +$911K 1.27% 14
2020
Q4 		$22.7M Buy
+504,580
New +$21.1M 1.19% 16

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Buckingham Strategic Wealth's JHMM Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 3% in Q2 2024, selling an estimated $775K and leaving 447,352 shares worth $24.6M. The position accounts for 0.25% of the portfolio, ranked #57.

Buckingham Strategic Wealth first reported a position in JHMM in Q4 2020 and has held it in 15 quarters since. The position peaked at $30.1M in Q4 2021. 218 funds tracked by Wall St. Rank hold JHMM as of Q2 2024.

  • Buckingham Strategic Wealth held 447,352 shares of John Hancock Multifactor Mid Cap ETF worth $24.6M as of Q2 2024.
  • Buckingham Strategic Wealth sold 13,994 John Hancock Multifactor Mid Cap ETF shares in Q2 2024, an estimated $775K.
  • John Hancock Multifactor Mid Cap ETF made up 0.25% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #57 holding.
  • Buckingham Strategic Wealth first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2020 and has held it in 15 quarters since.
  • Buckingham Strategic Wealth's John Hancock Multifactor Mid Cap ETF position peaked at $30.1M in Q4 2021.
  • 218 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.