Lazard Asset Management’s John Hancock Preferred Income Fund HPI Stock Holding History

Lazard Asset Management’s Portfolio HPI Stock Details HPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-179	Closed	-$2K	–	2411
2022 Q4	$2K	Hold	179	–	–	﹤0.01%	2285
2022 Q3	$2K	Sell	179 -12,725	-99%	-$227K	﹤0.01%	2214
2022 Q2	$225K	Buy	12,904 +12,725	+7,109%	+$228K	﹤0.01%	1250
2022 Q1	$3K	Sell	179 -12,580	-99%	-$241K	﹤0.01%	2218
2021 Q4	$264K	Buy	+12,759	New	+$271K	﹤0.01%	1217

Other funds holding HPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Lazard Asset Management's HPI Position: Q1 2023 in Review

Lazard Asset Management sold out of John Hancock Preferred Income Fund (HPI) in Q1 2023, closing a stake of 179 shares — an estimated $2K sold.

Lazard Asset Management first reported a position in HPI in Q4 2021 and held it in 5 quarters. The position peaked at $264K in Q4 2021. 60 funds tracked by Wall St. Rank hold HPI as of Q1 2023.

Lazard Asset Management reported no remaining John Hancock Preferred Income Fund position as of Q1 2023 after selling out during the quarter.
Lazard Asset Management sold 179 John Hancock Preferred Income Fund shares in Q1 2023, an estimated $2K.
Lazard Asset Management first reported a position in John Hancock Preferred Income Fund in Q4 2021 and held it in 5 quarters.
Lazard Asset Management's John Hancock Preferred Income Fund position peaked at $264K in Q4 2021.
60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2023.

Based on Lazard Asset Management's 13F filing for Q1 2023, filed 15 May 2023.