SC
JHI

Sawyer & Company’s John Hancock Investors Trust JHI Stock Holding History

Sawyer & Company’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-258
Closed -$3K – 186
2023
Q3 		$3K Buy
+258
New +$3.27K ﹤0.01% 182

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sawyer & Company's JHI Position: Q4 2023 in Review

Sawyer & Company sold out of John Hancock Investors Trust (JHI) in Q4 2023, closing a stake of 258 shares — an estimated $3K sold.

Sawyer & Company first reported a position in JHI in Q3 2023 and held it in 1 quarter. The position peaked at $3K in Q3 2023. 36 funds tracked by Wall St. Rank hold JHI as of Q4 2023.

  • Sawyer & Company reported no remaining John Hancock Investors Trust position as of Q4 2023 after selling out during the quarter.
  • Sawyer & Company sold 258 John Hancock Investors Trust shares in Q4 2023, an estimated $3K.
  • Sawyer & Company first reported a position in John Hancock Investors Trust in Q3 2023 and held it in 1 quarter.
  • Sawyer & Company's John Hancock Investors Trust position peaked at $3K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2023.

Based on Sawyer & Company's 13F filing for Q4 2023, filed 17 Jan 2024.