Everstar Asset Management’s John Hancock Preferred Income Fund HPI Stock Holding History

Everstar Asset Management’s Portfolio HPI Stock Details HPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$182K	Sell	11,620 -1,900	-14%	-$30.6K	0.1%	174
2025 Q4	$219K	Sell	13,520 -1,000	-7%	-$17K	0.12%	164
2025 Q3	$252K	Hold	14,520	–	–	0.14%	152
2025 Q2	$232K	Sell	14,520 -1,700	-10%	-$26.9K	0.14%	161
2025 Q1	$269K	Sell	16,220 -4,300	-21%	-$73.2K	0.18%	142
2024 Q4	$341K	Sell	20,520 -3,000	-13%	-$53.2K	0.24%	118
2024 Q3	$446K	Buy	+23,520	New	+$410K	0.31%	99

Other funds holding HPI

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

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Everstar Asset Management's HPI Position: Q1 2026 in Review

Everstar Asset Management reduced its John Hancock Preferred Income Fund (HPI) stake by 14% in Q1 2026, selling an estimated $30.6K and leaving 11,620 shares worth $182K. The position accounts for 0.1% of the portfolio, ranked #174.

Everstar Asset Management first reported a position in HPI in Q3 2024 and has held it in 7 quarters since. The position peaked at $446K in Q3 2024. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

Everstar Asset Management held 11,620 shares of John Hancock Preferred Income Fund worth $182K as of Q1 2026.
Everstar Asset Management sold 1,900 John Hancock Preferred Income Fund shares in Q1 2026, an estimated $30.6K.
John Hancock Preferred Income Fund made up 0.1% of Everstar Asset Management's portfolio in Q1 2026, its #174 holding.
Everstar Asset Management first reported a position in John Hancock Preferred Income Fund in Q3 2024 and has held it in 7 quarters since.
Everstar Asset Management's John Hancock Preferred Income Fund position peaked at $446K in Q3 2024.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.