Jacobi Capital Management’s Manulife Financial MFC Stock Holding History

Jacobi Capital Management’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
2021 Q4	–	Sell	-902	Closed	-$17K	–	948
2021 Q3	$17K	Hold	902	–	–	﹤0.01%	923
2021 Q2	$18K	Hold	902	–	–	﹤0.01%	864
2021 Q1	$19K	Hold	902	–	–	﹤0.01%	792
2020 Q4	$16K	Hold	902	–	–	﹤0.01%	766
2020 Q3	$13K	Hold	902	–	–	﹤0.01%	764
2020 Q2	$12K	Hold	902	–	–	﹤0.01%	747
2020 Q1	$11K	Hold	902	–	–	﹤0.01%	699
2019 Q4	$18K	Hold	902	–	–	﹤0.01%	651
2019 Q3	$17K	Buy	902 +666	+282%	+$11.8K	﹤0.01%	650
2019 Q2	$4K	Hold	236	–	–	﹤0.01%	866
2019 Q1	$4K	Hold	236	–	–	﹤0.01%	820
2018 Q4	$3K	Hold	236	–	–	﹤0.01%	817
2018 Q3	$4K	Hold	236	–	–	﹤0.01%	823
2018 Q2	$4K	Hold	236	–	–	﹤0.01%	855
2018 Q1	$4K	Hold	236	–	–	﹤0.01%	829
2017 Q4	$5K	Hold	236	–	–	﹤0.01%	778
2017 Q3	$5K	Hold	236	–	–	﹤0.01%	757
2017 Q2	$5K	Hold	236	–	–	﹤0.01%	675
2017 Q1	$4K	Hold	236	–	–	﹤0.01%	574
2016 Q4	$4K	Hold	236	–	–	﹤0.01%	523
2016 Q3	$3K	Hold	236	–	–	﹤0.01%	608
2016 Q2	$3K	Buy	+236	New	+$3.36K	﹤0.01%	600

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Jacobi Capital Management's MFC Position: Q4 2021 in Review

Jacobi Capital Management sold out of Manulife Financial (MFC) in Q4 2021, closing a stake of 902 shares — an estimated $17K sold.

Jacobi Capital Management first reported a position in MFC in Q2 2016 and held it in 22 quarters. The position peaked at $19K in Q1 2021. 498 funds tracked by Wall St. Rank hold MFC as of Q4 2021.

Jacobi Capital Management reported no remaining Manulife Financial position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 902 Manulife Financial shares in Q4 2021, an estimated $17K.
Jacobi Capital Management first reported a position in Manulife Financial in Q2 2016 and held it in 22 quarters.
Jacobi Capital Management's Manulife Financial position peaked at $19K in Q1 2021.
498 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.