JY
HTD

Jeff Yass’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Jeff Yass’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,399
Closed -$311K – 12628
2024
Q3 		$311K Buy
+13,399
New +$287K ﹤0.01% 9521
2024
Q2 		– Sell
-14,896
Closed -$293K – 12540
2024
Q1 		$293K Buy
+14,896
New +$286K ﹤0.01% 9754

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jeff Yass's HTD Position: Q4 2024 in Review

Jeff Yass sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q4 2024, closing a stake of 13,399 shares — an estimated $311K sold.

Jeff Yass first reported a position in HTD in Q1 2024 and held it in 2 quarters. The position peaked at $311K in Q3 2024. 92 funds tracked by Wall St. Rank hold HTD as of Q4 2024.

  • Jeff Yass reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q4 2024 after selling out during the quarter.
  • Jeff Yass sold 13,399 John Hancock Tax-Advantaged Dividend Income Fund shares in Q4 2024, an estimated $311K.
  • Jeff Yass first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q1 2024 and held it in 2 quarters.
  • Jeff Yass's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $311K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q4 2024.

Based on Susquehanna International Group's 13F filing for Q4 2024, filed 14 Feb 2025.