Charter Oak Capital Management’s Manulife Financial MFC Stock Holding History

Charter Oak Capital 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
2022 Q3	–	Sell	-1,194	Closed	-$21K	–	579
2022 Q2	$21K	Hold	1,194	–	–	﹤0.01%	463
2022 Q1	$25K	Hold	1,194	–	–	﹤0.01%	467
2021 Q4	$23K	Hold	1,194	–	–	﹤0.01%	477
2021 Q3	$23K	Hold	1,194	–	–	﹤0.01%	440
2021 Q2	$24K	Hold	1,194	–	–	﹤0.01%	423
2021 Q1	$26K	Hold	1,194	–	–	﹤0.01%	400
2020 Q4	$21K	Buy	+1,194	New	+$19.1K	﹤0.01%	405

Other funds holding MFC

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

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

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

JFL

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

Norges Bank Oslo, Norway $1T AUM

Charter Oak Capital Management's MFC Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Manulife Financial (MFC) in Q3 2022, closing a stake of 1,194 shares — an estimated $21K sold.

Charter Oak Capital Management first reported a position in MFC in Q4 2020 and held it in 7 quarters. The position peaked at $26K in Q1 2021. 500 funds tracked by Wall St. Rank hold MFC as of Q3 2022.

Charter Oak Capital Management reported no remaining Manulife Financial position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 1,194 Manulife Financial shares in Q3 2022, an estimated $21K.
Charter Oak Capital Management first reported a position in Manulife Financial in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Manulife Financial position peaked at $26K in Q1 2021.
500 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.