New Capital Management’s Manulife Financial MFC Stock Holding History

New Capital Management’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
2021 Q1	$149K	Hold	6,921	–	–	0.13%	41
2020 Q4	$123K	Hold	6,921	–	–	0.06%	43
2020 Q3	$96K	Hold	6,921	–	–	0.11%	45
2020 Q2	$94K	Buy	6,921 +6,694	+2,949%	+$84.3K	0.13%	40
2020 Q1	$3K	Hold	227	–	–	0.01%	96
2019 Q4	$5K	Hold	227	–	–	0.01%	118
2019 Q3	$4K	Buy	227 +2	+0.9%	+$35	﹤0.01%	119
2019 Q2	$4K	Buy	225 +2	+0.9%	+$36	0.01%	118
2019 Q1	$4K	Buy	223 +2	+0.9%	+$33	0.01%	119
2018 Q4	$3K	Buy	221 +2	+0.9%	+$32	0.01%	115
2018 Q3	$4K	Buy	219 +2	+0.9%	+$36	0.01%	135
2018 Q2	$4K	Buy	217 +1	+0.5%	+$19	0.01%	135
2018 Q1	$4K	Buy	+216	New	+$4.32K	0.01%	143

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

New Capital Management's MFC Position: Q1 2021 in Review

New Capital Management held its Manulife Financial (MFC) position steady in Q1 2021 at 6,921 shares worth $149K. The position accounts for 0.13% of the portfolio, ranked #41.

New Capital Management first reported a position in MFC in Q1 2018 and has held it in 13 quarters since. 447 funds tracked by Wall St. Rank hold MFC as of Q1 2021.

New Capital Management held 6,921 shares of Manulife Financial worth $149K as of Q1 2021.
New Capital Management left its Manulife Financial share count unchanged in Q1 2021.
Manulife Financial made up 0.13% of New Capital Management's portfolio in Q1 2021, its #41 holding.
New Capital Management first reported a position in Manulife Financial in Q1 2018 and has held it in 13 quarters since.
447 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2021.

Based on New Capital Management's 13F filing for Q1 2021, filed 15 Apr 2021.