Graves Light Lenhart Wealth’s Manulife Financial MFC Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-2,891	Closed	-$50K	–	403
2022 Q2	$50K	Hold	2,891	–	–	0.01%	304
2022 Q1	$62K	Hold	2,891	–	–	0.01%	328
2021 Q4	$55K	Hold	2,891	–	–	0.01%	386
2021 Q3	$56K	Sell	2,891 -2,124	-42%	-$41.3K	0.01%	357
2021 Q2	$99K	Sell	5,015 -1,038	-17%	-$21.7K	0.02%	282
2021 Q1	$130K	Hold	6,053	–	–	0.02%	232
2020 Q4	$108K	Buy	+6,053	New	+$96.6K	0.02%	251

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Graves Light Lenhart Wealth's MFC Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Manulife Financial (MFC) in Q3 2022, closing a stake of 2,891 shares — an estimated $50K sold.

Graves Light Lenhart Wealth first reported a position in MFC in Q4 2020 and held it in 7 quarters. The position peaked at $130K in Q1 2021. 500 funds tracked by Wall St. Rank hold MFC as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Manulife Financial position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 2,891 Manulife Financial shares in Q3 2022, an estimated $50K.
Graves Light Lenhart Wealth first reported a position in Manulife Financial in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Manulife Financial position peaked at $130K in Q1 2021.
500 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.