Napatree Capital’s Manulife Financial MFC Stock Holding History

Napatree Capital’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	$320K	Buy	10,279 +465	+5%	+$14K	0.18%	144
2024 Q4	$301K	Buy	9,814 +536	+6%	+$16.6K	0.18%	140
2024 Q3	$274K	Sell	9,278 -1,172	-11%	-$31.5K	0.19%	125
2024 Q2	$278K	Sell	10,450 -64	-0.6%	-$1.6K	0.23%	112
2024 Q1	$245K	Hold	10,514	–	–	0.24%	105
2023 Q4	$232K	Buy	+10,514	New	+$202K	0.23%	109

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Napatree Capital's MFC Position: Q1 2025 in Review

Napatree Capital increased its Manulife Financial (MFC) stake by 4.7% in Q1 2025, buying an estimated $14K and bringing the position to 10,279 shares worth $320K. The position accounts for 0.18% of the portfolio, ranked #144.

Napatree Capital first reported a position in MFC in Q4 2023 and has held it in 6 quarters since. 718 funds tracked by Wall St. Rank hold MFC as of Q1 2025.

Napatree Capital held 10,279 shares of Manulife Financial worth $320K as of Q1 2025.
Napatree Capital bought 465 Manulife Financial shares in Q1 2025, an estimated $14K.
Manulife Financial made up 0.18% of Napatree Capital's portfolio in Q1 2025, its #144 holding.
Napatree Capital first reported a position in Manulife Financial in Q4 2023 and has held it in 6 quarters since.
718 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.