Edgestream Partners’s Manulife Financial MFC Stock Holding History

Edgestream Partners’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
2023 Q2	–	Sell	-26,944	Closed	-$495K	–	835
2023 Q1	$495K	Sell	26,944 -89,599	-77%	-$1.7M	0.05%	404
2022 Q4	$2.08M	Buy	+116,543	New	+$1.99M	0.23%	144
2022 Q2	–	Sell	-28,180	Closed	-$602K	–	587
2022 Q1	$602K	Buy	+28,180	New	+$577K	0.05%	397

Other funds holding MFC

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

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

Norges Bank Oslo, Norway $1T AUM

Edgestream Partners's MFC Position: Q2 2023 in Review

Edgestream Partners sold out of Manulife Financial (MFC) in Q2 2023, closing a stake of 26,944 shares — an estimated $495K sold.

Edgestream Partners first reported a position in MFC in Q1 2022 and held it in 3 quarters. The position peaked at $2.08M in Q4 2022. 539 funds tracked by Wall St. Rank hold MFC as of Q2 2023.

Edgestream Partners reported no remaining Manulife Financial position as of Q2 2023 after selling out during the quarter.
Edgestream Partners sold 26,944 Manulife Financial shares in Q2 2023, an estimated $495K.
Edgestream Partners first reported a position in Manulife Financial in Q1 2022 and held it in 3 quarters.
Edgestream Partners's Manulife Financial position peaked at $2.08M in Q4 2022.
539 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2023.

Based on Edgestream Partners's 13F filing for Q2 2023, filed 10 Aug 2023.