LDB
MFC icon

Lee, Danner & Bass’s Manulife Financial MFC Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-1,000
Closed -$30.7K – 525
2024
Q4 		$30.7K Buy
+1,000
New +$31K ﹤0.01% 408

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lee, Danner & Bass's MFC Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Manulife Financial (MFC) in Q1 2025, closing a stake of 1,000 shares — an estimated $30.7K sold.

Lee, Danner & Bass first reported a position in MFC in Q4 2024 and held it in 1 quarter. The position peaked at $30.7K in Q4 2024. 717 funds tracked by Wall St. Rank hold MFC as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Manulife Financial position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 1,000 Manulife Financial shares in Q1 2025, an estimated $30.7K.
  • Lee, Danner & Bass first reported a position in Manulife Financial in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Manulife Financial position peaked at $30.7K in Q4 2024.
  • 717 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.