LSC
JHI

Logan Stone Capital’s John Hancock Investors Trust JHI Stock Holding History

Logan Stone Capital’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23,840
Closed -$314K – 177
2024
Q1 		$314K Buy
+23,840
New +$312K 0.07% 120
2023
Q1 		– Sell
-10,200
Closed -$128K – 183
2022
Q4 		$128K Buy
+10,200
New +$129K 0.05% 191

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Logan Stone Capital's JHI Position: Q2 2024 in Review

Logan Stone Capital sold out of John Hancock Investors Trust (JHI) in Q2 2024, closing a stake of 23,840 shares — an estimated $314K sold.

Logan Stone Capital first reported a position in JHI in Q4 2022 and held it in 2 quarters. The position peaked at $314K in Q1 2024. 35 funds tracked by Wall St. Rank hold JHI as of Q2 2024.

  • Logan Stone Capital reported no remaining John Hancock Investors Trust position as of Q2 2024 after selling out during the quarter.
  • Logan Stone Capital sold 23,840 John Hancock Investors Trust shares in Q2 2024, an estimated $314K.
  • Logan Stone Capital first reported a position in John Hancock Investors Trust in Q4 2022 and held it in 2 quarters.
  • Logan Stone Capital's John Hancock Investors Trust position peaked at $314K in Q1 2024.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2024.

Based on Logan Stone Capital's 13F filing for Q2 2024, filed 14 Aug 2024.