Lake Street Advisors Group’s Manulife Financial MFC Stock Holding History

Lake Street Advisors Group’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 Q4	–	Sell	-100,230	Closed	-$1.57M	–	353
2022 Q3	$1.57M	Buy	100,230 +6,388	+7%	+$112K	0.11%	121
2022 Q2	$1.63M	Buy	93,842 +8,181	+10%	+$155K	0.12%	117
2022 Q1	$1.83M	Buy	85,661 +2,217	+3%	+$45.4K	0.12%	118
2021 Q4	$1.59M	Hold	83,444	–	–	0.1%	128
2021 Q3	$1.61M	Buy	+83,444	New	+$1.62M	0.17%	97

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

Lake Street Advisors Group's MFC Position: Q4 2022 in Review

Lake Street Advisors Group sold out of Manulife Financial (MFC) in Q4 2022, closing a stake of 100,230 shares — an estimated $1.57M sold.

Lake Street Advisors Group first reported a position in MFC in Q3 2021 and held it in 5 quarters. The position peaked at $1.83M in Q1 2022. 507 funds tracked by Wall St. Rank hold MFC as of Q4 2022.

Lake Street Advisors Group reported no remaining Manulife Financial position as of Q4 2022 after selling out during the quarter.
Lake Street Advisors Group sold 100,230 Manulife Financial shares in Q4 2022, an estimated $1.57M.
Lake Street Advisors Group first reported a position in Manulife Financial in Q3 2021 and held it in 5 quarters.
Lake Street Advisors Group's Manulife Financial position peaked at $1.83M in Q1 2022.
507 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2022.

Based on Lake Street Advisors Group's 13F filing for Q4 2022, filed 14 Feb 2023.