Fidelity Investments’s John Hancock Preferred Income Fund HPI Stock Holding History

Fidelity Investments’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
2024 Q1	–	Sell	-1	Closed	-$16	–	5530
2023 Q4	$16	Buy	+1	New	+$14	﹤0.01%	5252
2023 Q1	–	Sell	-2	Closed	-$32	–	5400
2022 Q4	$32	Buy	+2	New	+$32	﹤0.01%	5019
2021 Q2	–	Sell	-2	Closed	–	–	4530
2021 Q1	$0	Hold	2	–	–	﹤0.01%	4233
2020 Q4	$0	Buy	+2	New	+$38	﹤0.01%	4046
2020 Q3	–	Sell	-1	Closed	–	–	3823
2020 Q2	$0	Hold	1	–	–	﹤0.01%	3849
2020 Q1	$0	Buy	+1	New	+$21	﹤0.01%	3902

Other funds holding HPI

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

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

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

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

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

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

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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCMG

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Fidelity Investments's HPI Position: Q1 2024 in Review

Fidelity Investments sold out of John Hancock Preferred Income Fund (HPI) in Q1 2024, closing a stake of 1 share — an estimated $16 sold.

Fidelity Investments first reported a position in HPI in Q1 2020 and held it in 6 quarters. The position peaked at $32 in Q4 2022. 60 funds tracked by Wall St. Rank hold HPI as of Q1 2024.

Fidelity Investments reported no remaining John Hancock Preferred Income Fund position as of Q1 2024 after selling out during the quarter.
Fidelity Investments sold 1 John Hancock Preferred Income Fund share in Q1 2024, an estimated $16.
Fidelity Investments first reported a position in John Hancock Preferred Income Fund in Q1 2020 and held it in 6 quarters.
Fidelity Investments's John Hancock Preferred Income Fund position peaked at $32 in Q4 2022.
60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.