Icon Advisers’s Manulife Financial MFC Stock Holding History

Icon Advisers’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	-117,800	Closed	-$2.6M	–	163
2023 Q4	$2.6M	Hold	117,800	–	–	0.6%	70
2023 Q3	$2.15M	Hold	117,800	–	–	0.53%	72
2023 Q2	$2.23M	Hold	117,800	–	–	0.57%	69
2023 Q1	$2.16M	Hold	117,800	–	–	0.55%	72
2022 Q4	$2.1M	Hold	117,800	–	–	0.54%	70
2022 Q3	$1.85M	Sell	117,800 -6,300	-5%	-$111K	0.5%	74
2022 Q2	$2.15M	Buy	+124,100	New	+$2.35M	0.5%	80
2018 Q1	–	Sell	-53,700	Closed	-$1.12M	–	344
2017 Q4	$1.12M	Buy	+53,700	New	+$1.12M	0.08%	219

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

Icon Advisers's MFC Position: Q1 2024 in Review

Icon Advisers sold out of Manulife Financial (MFC) in Q1 2024, closing a stake of 117,800 shares — an estimated $2.6M sold.

Icon Advisers first reported a position in MFC in Q4 2017 and held it in 8 quarters. The position peaked at $2.6M in Q4 2023. 634 funds tracked by Wall St. Rank hold MFC as of Q1 2024.

Icon Advisers reported no remaining Manulife Financial position as of Q1 2024 after selling out during the quarter.
Icon Advisers sold 117,800 Manulife Financial shares in Q1 2024, an estimated $2.6M.
Icon Advisers first reported a position in Manulife Financial in Q4 2017 and held it in 8 quarters.
Icon Advisers's Manulife Financial position peaked at $2.6M in Q4 2023.
634 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2024.

Based on Icon Advisers's 13F filing for Q1 2024, filed 15 May 2024.