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Buckingham Strategic Wealth’s Manulife Financial MFC Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$550K Sell
20,669
-1,292
-6% -$32.3K 0.01% 445
2024
Q1 		$549K Sell
21,961
-988
-4% -$22.7K 0.01% 437
2023
Q4 		$507K Buy
22,949
+1,678
+8% +$32.2K 0.01% 439
2023
Q3 		$389K Sell
21,271
-858
-4% -$16.2K 0.01% 477
2023
Q2 		$418K Sell
22,129
-1,350
-6% -$25.8K 0.01% 463
2023
Q1 		$419K Hold
23,479
– – 0.01% 420
2022
Q4 		$419K Buy
23,479
+729
+3% +$12.4K 0.01% 422
2022
Q3 		$356K Sell
22,750
-292
-1% -$5.12K 0.01% 435
2022
Q2 		$399K Buy
23,042
+1,611
+8% +$30.5K 0.01% 414
2022
Q1 		$458K Sell
21,431
-753
-3% -$15.4K 0.01% 382
2021
Q4 		$423K Sell
22,184
-1,987
-8% -$38.5K 0.01% 401
2021
Q3 		$465K Buy
24,171
+495
+2% +$9.63K 0.01% 370
2021
Q2 		$466K Sell
23,676
-76
-0.3% -$1.59K 0.01% 378
2021
Q1 		$511K Buy
23,752
+753
+3% +$15K 0.03% 324
2020
Q4 		$410K Buy
22,999
+1,373
+6% +$21.9K 0.02% 355
2020
Q3 		$301K Buy
21,626
+6,371
+42% +$91.2K 0.02% 367
2020
Q2 		$208K Sell
15,255
-8,358
-35% -$105K 0.02% 374
2020
Q1 		$296K Buy
23,613
+7,990
+51% +$139K 0.03% 344
2019
Q4 		$317K Sell
15,623
-2,187
-12% -$41.8K 0.03% 343
2019
Q3 		$327K Sell
17,810
-1,075
-6% -$19K 0.04% 307
2019
Q2 		$343K Sell
18,885
-2,062
-10% -$36.7K 0.04% 307
2019
Q1 		$354K Sell
20,947
-4,233
-17% -$68.8K 0.04% 286
2018
Q4 		$357K Buy
25,180
+402
+2% +$6.37K 0.05% 243
2018
Q3 		$443K Buy
24,778
+1,150
+5% +$20.9K 0.07% 208
2018
Q2 		$425K Buy
23,628
+6,425
+37% +$121K 0.07% 203
2018
Q1 		$320K Buy
+17,203
New +$344K 0.06% 231

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Buckingham Strategic Wealth reduced its Manulife Financial (MFC) stake by 5.9% in Q2 2024, selling an estimated $32.3K and leaving 20,669 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #445.

Buckingham Strategic Wealth first reported a position in MFC in Q1 2018 and has held it in 26 quarters since. 640 funds tracked by Wall St. Rank hold MFC as of Q2 2024.

  • Buckingham Strategic Wealth held 20,669 shares of Manulife Financial worth $550K as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,292 Manulife Financial shares in Q2 2024, an estimated $32.3K.
  • Manulife Financial made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #445 holding.
  • Buckingham Strategic Wealth first reported a position in Manulife Financial in Q1 2018 and has held it in 26 quarters since.
  • 640 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2024.

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