Golden Green’s John Hancock Preferred Income Fund III HPS Stock Holding History

Golden Green’s Portfolio HPS Stock Details HPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$583K	Buy	43,769 +1,027	+2%	+$14.2K	0.6%	46
2023 Q2	$599K	Sell	42,742 -455	-1%	-$6.28K	0.65%	42
2023 Q1	$632K	Buy	+43,197	New	+$646K	0.74%	36
2021 Q2	–	Sell	-47,750	Closed	-$869K	–	167
2021 Q1	$869K	Buy	47,750 +14,608	+44%	+$249K	0.75%	34
2020 Q4	$573K	Buy	+33,142	New	+$549K	0.53%	54

Other funds holding HPS

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

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

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

Golden Green's HPS Position: Q3 2023 in Review

Golden Green increased its John Hancock Preferred Income Fund III (HPS) stake by 2.4% in Q3 2023, buying an estimated $14.2K and bringing the position to 43,769 shares worth $583K. The position accounts for 0.6% of the portfolio, ranked #46.

Golden Green first reported a position in HPS in Q4 2020 and has held it in 5 quarters since. The position peaked at $869K in Q1 2021. 66 funds tracked by Wall St. Rank hold HPS as of Q3 2023.

Golden Green held 43,769 shares of John Hancock Preferred Income Fund III worth $583K as of Q3 2023.
Golden Green bought 1,027 John Hancock Preferred Income Fund III shares in Q3 2023, an estimated $14.2K.
John Hancock Preferred Income Fund III made up 0.6% of Golden Green's portfolio in Q3 2023, its #46 holding.
Golden Green first reported a position in John Hancock Preferred Income Fund III in Q4 2020 and has held it in 5 quarters since.
Golden Green's John Hancock Preferred Income Fund III position peaked at $869K in Q1 2021.
66 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.