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Sageworth Trust’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Sageworth Trust’s Portfolio JHML Stock Details JHML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,641
Closed -$126K – 386
2022
Q2 		$126K Hold
2,641
– – 0.01% 125
2022
Q1 		$150K Hold
2,641
– – 0.01% 72
2021
Q4 		$157K Buy
+2,641
New +$153K 0.01% 77

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Sageworth Trust's JHML Position: Q3 2022 in Review

Sageworth Trust sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2022, closing a stake of 2,641 shares — an estimated $126K sold.

Sageworth Trust first reported a position in JHML in Q4 2021 and held it in 3 quarters. The position peaked at $157K in Q4 2021. 78 funds tracked by Wall St. Rank hold JHML as of Q3 2022.

  • Sageworth Trust reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust sold 2,641 John Hancock Multifactor Large Cap ETF shares in Q3 2022, an estimated $126K.
  • Sageworth Trust first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust's John Hancock Multifactor Large Cap ETF position peaked at $157K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2022.

Based on Sageworth Trust's 13F filing for Q3 2022, filed 2 Nov 2022.