GC
JHI

Gould Capital’s John Hancock Investors Trust JHI Stock Holding History

Gould Capital’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,102
Closed -$42.4K – 218
2024
Q4 		$42.4K Sell
3,102
-416
-12% -$5.87K 0.03% 88
2024
Q3 		$49.5K Buy
3,518
+76
+2% +$1.03K 0.03% 84
2024
Q2 		$45.8K Buy
3,442
+57
+2% +$760 0.03% 82
2024
Q1 		$44.7K Buy
3,385
+117
+4% +$1.53K 0.03% 86
2023
Q4 		$42.3K Hold
3,268
– – 0.03% 92
2023
Q3 		$39.3K Buy
3,268
+110
+3% +$1.4K 0.03% 87
2023
Q2 		$39.9K Buy
3,158
+46
+1% +$581 0.03% 88
2023
Q1 		$39.5K Buy
3,112
+64
+2% +$830 0.03% 89
2022
Q4 		$38.2K Buy
3,048
+63
+2% +$795 0.03% 88
2022
Q3 		$36K Buy
2,985
+70
+2% +$961 0.03% 85
2022
Q2 		$38K Buy
2,915
+58
+2% +$867 0.03% 86
2022
Q1 		$48K Buy
2,857
+57
+2% +$965 0.03% 79
2021
Q4 		$54K Buy
+2,800
New +$52.5K 0.04% 82

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gould Capital's JHI Position: Q1 2025 in Review

Gould Capital sold out of John Hancock Investors Trust (JHI) in Q1 2025, closing a stake of 3,102 shares — an estimated $42.4K sold.

Gould Capital first reported a position in JHI in Q4 2021 and held it in 13 quarters. The position peaked at $54K in Q4 2021. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2025.

  • Gould Capital reported no remaining John Hancock Investors Trust position as of Q1 2025 after selling out during the quarter.
  • Gould Capital sold 3,102 John Hancock Investors Trust shares in Q1 2025, an estimated $42.4K.
  • Gould Capital first reported a position in John Hancock Investors Trust in Q4 2021 and held it in 13 quarters.
  • Gould Capital's John Hancock Investors Trust position peaked at $54K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2025.

Based on Gould Capital's 13F filing for Q1 2025, filed 14 May 2025.