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Dorchester Wealth Management’s Manulife Financial MFC Stock Holding History

Dorchester Wealth 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 		$14M Sell
459,423
-6,639
-1% -$206K 2.79% 9
2024
Q3 		$13.7M Sell
466,062
-9,435
-2% -$253K 2.49% 8
2024
Q2 		$12.6M Sell
475,497
-21,844
-4% -$546K 2.43% 7
2024
Q1 		$12.3M Sell
497,341
-6,700
-1% -$154K 2.22% 11
2023
Q4 		$11.1M Sell
504,041
-4,730
-0.9% -$90.8K 2.05% 12
2023
Q3 		$9.27M Sell
508,771
-4,615
-0.9% -$87.2K 1.87% 17
2023
Q2 		$9.63M Sell
513,386
-6,870
-1% -$131K 1.96% 15
2023
Q1 		$9.46M Buy
520,256
+9,955
+2% +$189K 1.95% 12
2022
Q4 		$9.01M Sell
510,301
-11,072
-2% -$189K 2.13% 14
2022
Q3 		$8.17M Buy
521,373
+8,745
+2% +$153K 1.8% 17
2022
Q2 		$8.88M Buy
512,628
+16,223
+3% +$307K 1.77% 16
2022
Q1 		$10.6M Buy
496,405
+13,740
+3% +$282K 1.7% 17
2021
Q4 		$9.18M Buy
482,665
+21,320
+5% +$413K 1.82% 17
2021
Q3 		$8.82M Sell
461,345
-6,140
-1% -$119K 2.17% 15
2021
Q2 		$9.2M Sell
467,485
-2,289
-0.5% -$47.9K 2.11% 16
2021
Q1 		$10.1M Sell
469,774
-6,923
-1% -$138K 2.51% 10
2020
Q4 		$8.48M Buy
476,697
+8,636
+2% +$138K 2.24% 11
2020
Q3 		$6.5M Sell
468,061
-176
-0% -$2.52K 2.01% 16
2020
Q2 		$6.35M Buy
468,237
+10,155
+2% +$128K 2.01% 17
2020
Q1 		$5.71M Buy
458,082
+10,540
+2% +$183K 2.11% 15
2019
Q4 		$9.08M Buy
447,542
+989
+0.2% +$18.9K 2.53% 11
2019
Q3 		$8.19M Buy
446,553
+3,453
+0.8% +$61K 2.41% 11
2019
Q2 		$8.06M Buy
443,100
+1,497
+0.3% +$26.6K 2.39% 13
2019
Q1 		$7.47M Buy
441,603
+22,465
+5% +$365K 2.28% 13
2018
Q4 		$5.95M Buy
419,138
+10,487
+3% +$166K 2.07% 15
2018
Q3 		$7.29M Buy
408,651
+23,076
+6% +$419K 2.26% 16
2018
Q2 		$6.92M Sell
385,575
-985
-0.3% -$18.6K 2.27% 13
2018
Q1 		$7.17M Buy
386,560
+29,245
+8% +$585K 2.41% 12
2017
Q4 		$7.47M Sell
357,315
-4,015
-1% -$83.4K 2.36% 13
2017
Q3 		$7.33M Sell
361,330
-6,440
-2% -$128K 2.35% 12
2017
Q2 		$6.89M Sell
367,770
-8,440
-2% -$149K 2.38% 12
2017
Q1 		$6.67M Sell
376,210
-7,020
-2% -$129K 2.32% 12
2016
Q4 		$6.82M Buy
383,230
+1,580
+0.4% +$25.7K 2.49% 10
2016
Q3 		$5.39M Buy
381,650
+53,915
+16% +$733K 2% 17
2016
Q2 		$4.48M Buy
327,735
+21,010
+7% +$299K 1.66% 20
2016
Q1 		$4.34M Buy
306,725
+24,920
+9% +$334K 1.64% 22
2015
Q4 		$4.22M Buy
281,805
+12,500
+5% +$202K 1.75% 22
2015
Q3 		$4.18M Sell
269,305
-4,675
-2% -$78.4K 1.54% 25
2015
Q2 		$5.1M Buy
+273,980
New +$5.09M 1.68% 23

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Dorchester Wealth Management's MFC Position: Q4 2024 in Review

Dorchester Wealth Management reduced its Manulife Financial (MFC) stake by 1.4% in Q4 2024, selling an estimated $206K and leaving 459,423 shares worth $14M. The position accounts for 2.79% of the portfolio, ranked #9.

Dorchester Wealth Management first reported a position in MFC in Q2 2015 and has held it in 39 quarters since. 705 funds tracked by Wall St. Rank hold MFC as of Q4 2024.

  • Dorchester Wealth Management held 459,423 shares of Manulife Financial worth $14M as of Q4 2024.
  • Dorchester Wealth Management sold 6,639 Manulife Financial shares in Q4 2024, an estimated $206K.
  • Manulife Financial made up 2.79% of Dorchester Wealth Management's portfolio in Q4 2024, its #9 holding.
  • Dorchester Wealth Management first reported a position in Manulife Financial in Q2 2015 and has held it in 39 quarters since.
  • 705 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.