Rockbridge Investment Management’s Manulife Financial MFC Stock Holding History

Rockbridge Investment 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
2022 Q3	–	Sell	-688	Closed	-$11.9K	–	398
2022 Q2	$11.9K	Buy	+688	New	+$13K	﹤0.01%	353
2021 Q1	–	Sell	-246	Closed	-$4K	–	743
2020 Q4	$4K	Hold	246	–	–	﹤0.01%	593
2020 Q3	$3K	Sell	246 -42	-15%	-$601	﹤0.01%	567
2020 Q2	$4K	Buy	+288	New	+$3.63K	﹤0.01%	518

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

JFL

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

Norges Bank Oslo, Norway $1T AUM

Rockbridge Investment Management's MFC Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Manulife Financial (MFC) in Q3 2022, closing a stake of 688 shares — an estimated $11.9K sold.

Rockbridge Investment Management first reported a position in MFC in Q2 2020 and held it in 4 quarters. The position peaked at $11.9K in Q2 2022. 500 funds tracked by Wall St. Rank hold MFC as of Q3 2022.

Rockbridge Investment Management reported no remaining Manulife Financial position as of Q3 2022 after selling out during the quarter.
Rockbridge Investment Management sold 688 Manulife Financial shares in Q3 2022, an estimated $11.9K.
Rockbridge Investment Management first reported a position in Manulife Financial in Q2 2020 and held it in 4 quarters.
Rockbridge Investment Management's Manulife Financial position peaked at $11.9K in Q2 2022.
500 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.