Loring Wolcott & Coolidge Fiduciary Advisors’s Manulife Financial MFC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q1	–	Sell	-480	Closed	-$10.6K	–	579
2023 Q4	$10.6K	Hold	480	–	–	﹤0.01%	494
2023 Q3	$8.8K	Hold	480	–	–	﹤0.01%	523
2023 Q2	$9.08K	Hold	480	–	–	﹤0.01%	545
2023 Q1	$8.81K	Hold	480	–	–	﹤0.01%	521
2022 Q4	$8.56K	Hold	480	–	–	﹤0.01%	510
2022 Q3	$8K	Hold	480	–	–	﹤0.01%	537
2022 Q2	$8K	Hold	480	–	–	﹤0.01%	558
2022 Q1	$10K	Hold	480	–	–	﹤0.01%	553
2021 Q4	$9K	Hold	480	–	–	﹤0.01%	616
2021 Q3	$9K	Hold	480	–	–	﹤0.01%	606
2021 Q2	$9K	Buy	+480	New	+$10.1K	﹤0.01%	649
2021 Q1	–	Sell	-480	Closed	-$9K	–	542
2020 Q4	$9K	Hold	480	–	–	﹤0.01%	584
2020 Q3	$7K	Sell	480 -312	-39%	-$4.47K	﹤0.01%	528
2020 Q2	$11K	Sell	792 -1,438	-64%	-$18.1K	﹤0.01%	495
2020 Q1	$28K	Buy	2,230 +480	+27%	+$8.34K	﹤0.01%	428
2019 Q4	$36K	Hold	1,750	–	–	﹤0.01%	450
2019 Q3	$32K	Hold	1,750	–	–	﹤0.01%	463
2019 Q2	$32K	Sell	1,750 -168	-9%	-$2.99K	﹤0.01%	453
2019 Q1	$32K	Hold	1,918	–	–	﹤0.01%	456
2018 Q4	$27K	Buy	+1,918	New	+$30.4K	﹤0.01%	474

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

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Loring Wolcott & Coolidge Fiduciary Advisors's MFC Position: Q1 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Manulife Financial (MFC) in Q1 2024, closing a stake of 480 shares — an estimated $10.6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MFC in Q4 2018 and held it in 20 quarters. The position peaked at $36K in Q4 2019. 633 funds tracked by Wall St. Rank hold MFC as of Q1 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Manulife Financial position as of Q1 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 480 Manulife Financial shares in Q1 2024, an estimated $10.6K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Manulife Financial in Q4 2018 and held it in 20 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Manulife Financial position peaked at $36K in Q4 2019.
633 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.