Gradient Investments’s Manulife Financial MFC Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-80	Closed	-$1.77K	–	1591
2023 Q4	$1.77K	Hold	80	–	–	﹤0.01%	1260
2023 Q3	$1.46K	Hold	80	–	–	﹤0.01%	1264
2023 Q2	$1.51K	Buy	+80	New	+$1.53K	﹤0.01%	1228
2019 Q1	–	Sell	-713	Closed	-$10K	–	943
2018 Q4	$10K	Sell	713 -537	-43%	-$8.51K	﹤0.01%	581
2018 Q3	$22K	Hold	1,250	–	–	﹤0.01%	484
2018 Q2	$22K	Hold	1,250	–	–	﹤0.01%	465
2018 Q1	$23K	Buy	1,250 +380	+44%	+$7.61K	﹤0.01%	452
2017 Q4	$18K	Buy	+870	New	+$18.1K	﹤0.01%	486
2014 Q2	–	Sell	-183	Closed	-$4K	–	540
2014 Q1	$4K	Hold	183	–	–	﹤0.01%	410
2013 Q4	$4K	Hold	183	–	–	﹤0.01%	456
2013 Q3	$3K	Hold	183	–	–	﹤0.01%	381
2013 Q2	$3K	Buy	+183	New	+$2.77K	﹤0.01%	348

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Gradient Investments's MFC Position: Q1 2024 in Review

Gradient Investments sold out of Manulife Financial (MFC) in Q1 2024, closing a stake of 80 shares — an estimated $1.77K sold.

Gradient Investments first reported a position in MFC in Q2 2013 and held it in 12 quarters. The position peaked at $23K in Q1 2018. 634 funds tracked by Wall St. Rank hold MFC as of Q1 2024.

Gradient Investments reported no remaining Manulife Financial position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 80 Manulife Financial shares in Q1 2024, an estimated $1.77K.
Gradient Investments first reported a position in Manulife Financial in Q2 2013 and held it in 12 quarters.
Gradient Investments's Manulife Financial position peaked at $23K in Q1 2018.
634 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.