Karpas Strategies’s Manulife Financial MFC Stock Holding History

Karpas Strategies’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 Q2	$319K	Hold	12,000	–	–	0.1%	102
2024 Q1	$300K	Hold	12,000	–	–	0.09%	101
2023 Q4	$265K	Hold	12,000	–	–	0.09%	103
2023 Q3	$219K	Hold	12,000	–	–	0.08%	109
2023 Q2	$227K	Hold	12,000	–	–	0.08%	116
2023 Q1	$220K	Hold	12,000	–	–	0.08%	113
2022 Q4	$214K	Hold	12,000	–	–	0.08%	110
2022 Q3	$188K	Hold	12,000	–	–	0.07%	110
2022 Q2	$208K	Hold	12,000	–	–	0.07%	111
2022 Q1	$256K	Hold	12,000	–	–	0.08%	112
2021 Q4	$229K	Hold	12,000	–	–	0.07%	114
2021 Q3	$238K	Hold	12,000	–	–	0.08%	109
2021 Q2	$236K	Hold	12,000	–	–	0.08%	107
2021 Q1	$258K	Hold	12,000	–	–	0.1%	105
2020 Q4	$214K	Hold	12,000	–	–	0.08%	120
2020 Q3	$167K	Hold	12,000	–	–	0.08%	116
2020 Q2	$163K	Hold	12,000	–	–	0.08%	115
2020 Q1	$150K	Hold	12,000	–	–	0.08%	110
2019 Q4	$243K	Hold	12,000	–	–	0.09%	113
2019 Q3	$220K	Hold	12,000	–	–	0.09%	111
2019 Q2	$218K	Hold	12,000	–	–	0.09%	113
2019 Q1	$203K	Hold	12,000	–	–	0.09%	116
2018 Q4	$170K	Hold	12,000	–	–	0.08%	109
2018 Q3	$215K	Hold	12,000	–	–	0.09%	115
2018 Q2	$216K	Hold	12,000	–	–	0.09%	111
2018 Q1	$223K	Hold	12,000	–	–	0.1%	113
2017 Q4	$250K	Hold	12,000	–	–	0.11%	107
2017 Q3	$243K	Hold	12,000	–	–	0.11%	108
2017 Q2	$225K	Hold	12,000	–	–	0.1%	111
2017 Q1	$213K	Hold	12,000	–	–	0.1%	112
2016 Q4	$214K	Hold	12,000	–	–	0.1%	110
2016 Q3	$169K	Hold	12,000	–	–	0.08%	117
2016 Q2	$164K	Hold	12,000	–	–	0.08%	114
2016 Q1	$170K	Hold	12,000	–	–	0.09%	113
2015 Q4	$180K	Hold	12,000	–	–	0.1%	114
2015 Q3	$186K	Hold	12,000	–	–	0.1%	116
2015 Q2	$223K	Hold	12,000	–	–	0.11%	112
2015 Q1	$204K	Hold	12,000	–	–	0.1%	114
2014 Q4	$229K	Hold	12,000	–	–	0.11%	109
2014 Q3	$231K	Hold	12,000	–	–	0.12%	108
2014 Q2	$238K	Hold	12,000	–	–	0.12%	106
2014 Q1	$232K	Hold	12,000	–	–	0.12%	103
2013 Q4	$237K	Hold	12,000	–	–	0.13%	98
2013 Q3	$199K	Hold	12,000	–	–	0.12%	103
2013 Q2	$192K	Buy	+12,000	New	+$182K	0.12%	100

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Karpas Strategies's MFC Position: Q2 2024 in Review

Karpas Strategies held its Manulife Financial (MFC) position steady in Q2 2024 at 12,000 shares worth $319K. The position accounts for 0.1% of the portfolio, ranked #102.

Karpas Strategies first reported a position in MFC in Q2 2013 and has held it in 45 quarters since. 639 funds tracked by Wall St. Rank hold MFC as of Q2 2024.

Karpas Strategies held 12,000 shares of Manulife Financial worth $319K as of Q2 2024.
Karpas Strategies left its Manulife Financial share count unchanged in Q2 2024.
Manulife Financial made up 0.1% of Karpas Strategies's portfolio in Q2 2024, its #102 holding.
Karpas Strategies first reported a position in Manulife Financial in Q2 2013 and has held it in 45 quarters since.
639 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.