Cerity Partners OCIO’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Cerity Partners OCIO’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
2022 Q4	$408K	Buy	8,758 +1,532	+21%	+$71.2K	0.01%	330
2022 Q3	$308K	Buy	7,226 +2,707	+60%	+$127K	0.01%	365
2022 Q2	$200K	Buy	+4,519	New	+$219K	0.01%	405
2020 Q1	–	Sell	-21,328	Closed	-$845K	–	320
2019 Q4	$845K	Sell	21,328 -310	-1%	-$11.7K	0.04%	173
2019 Q3	$797K	Sell	21,638 -2,178	-9%	-$79.5K	0.04%	174
2019 Q2	$869K	Sell	23,816 -346	-1%	-$12.4K	0.05%	158
2019 Q1	$849K	Sell	24,162 -6,816	-22%	-$231K	0.05%	146
2018 Q4	$943K	Sell	30,978 -836,348	-96%	-$27.8M	0.06%	141
2018 Q3	$31.7M	Buy	867,326 +59,430	+7%	+$2.15M	1.89%	18
2018 Q2	$28.1M	Buy	807,896 +37,214	+5%	+$1.3M	1.78%	21
2018 Q1	$26.4M	Buy	770,682 +45,939	+6%	+$1.6M	1.7%	21
2017 Q4	$24.7M	Buy	+724,743	New	+$24.2M	1.64%	22

Other funds holding JHMM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cerity Partners OCIO's JHMM Position: Q4 2022 in Review

Cerity Partners OCIO increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 21% in Q4 2022, buying an estimated $71.2K and bringing the position to 8,758 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #330.

Cerity Partners OCIO first reported a position in JHMM in Q4 2017 and has held it in 12 quarters since. The position peaked at $31.7M in Q3 2018. 177 funds tracked by Wall St. Rank hold JHMM as of Q4 2022.

Cerity Partners OCIO held 8,758 shares of John Hancock Multifactor Mid Cap ETF worth $408K as of Q4 2022.
Cerity Partners OCIO bought 1,532 John Hancock Multifactor Mid Cap ETF shares in Q4 2022, an estimated $71.2K.
John Hancock Multifactor Mid Cap ETF made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #330 holding.
Cerity Partners OCIO first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2017 and has held it in 12 quarters since.
Cerity Partners OCIO's John Hancock Multifactor Mid Cap ETF position peaked at $31.7M in Q3 2018.
177 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.