First Heartland Consultants’s Manulife Financial MFC Stock Holding History

First Heartland Consultants’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	-10,187	Closed	-$187K	–	387
2023 Q1	$187K	Sell	10,187 -5,922	-37%	-$113K	0.03%	347
2022 Q4	$287K	Sell	16,109 -12,527	-44%	-$214K	0.05%	288
2022 Q3	$448K	Sell	28,636 -39,951	-58%	-$701K	0.04%	198
2022 Q2	$1.19M	Buy	68,587 +4,124	+6%	+$78K	0.19%	105
2022 Q1	$1.38M	Buy	64,463 +11,502	+22%	+$236K	0.21%	91
2021 Q4	$1.01M	Buy	52,961 +7,298	+16%	+$141K	0.04%	120
2021 Q3	$879K	Buy	+45,663	New	+$888K	0.13%	145

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

First Heartland Consultants's MFC Position: Q2 2023 in Review

First Heartland Consultants sold out of Manulife Financial (MFC) in Q2 2023, closing a stake of 10,187 shares — an estimated $187K sold.

First Heartland Consultants first reported a position in MFC in Q3 2021 and held it in 7 quarters. The position peaked at $1.38M in Q1 2022. 539 funds tracked by Wall St. Rank hold MFC as of Q2 2023.

First Heartland Consultants reported no remaining Manulife Financial position as of Q2 2023 after selling out during the quarter.
First Heartland Consultants sold 10,187 Manulife Financial shares in Q2 2023, an estimated $187K.
First Heartland Consultants first reported a position in Manulife Financial in Q3 2021 and held it in 7 quarters.
First Heartland Consultants's Manulife Financial position peaked at $1.38M in Q1 2022.
539 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2023.

Based on First Heartland Consultants's 13F filing for Q2 2023, filed 26 Jul 2023.