Schechter Investment Advisors’s Manulife Financial MFC Stock Holding History

Schechter Investment Advisors’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	$753K	Sell	24,166 -4,500	-16%	-$136K	0.06%	278
2024 Q4	$880K	Sell	28,666 -3,992	-12%	-$124K	0.07%	259
2024 Q3	$965K	Sell	32,658 -269	-0.8%	-$7.23K	0.07%	255
2024 Q2	$877K	Buy	32,927 +201	+0.6%	+$5.03K	0.07%	269
2024 Q1	$818K	Buy	32,726 +481	+1%	+$11.1K	0.06%	282
2023 Q4	$713K	Buy	32,245 +50	+0.2%	+$960	0.06%	287
2023 Q3	$589K	Sell	32,195 -975	-3%	-$18.4K	0.06%	310
2023 Q2	$627K	Buy	33,170 +4,882	+17%	+$93.2K	0.06%	331
2023 Q1	$519K	Buy	28,288 +196	+0.7%	+$3.73K	0.05%	402
2022 Q4	$501K	Buy	28,092 +772	+3%	+$13.2K	0.05%	506
2022 Q3	$428K	Buy	27,320 +5,069	+23%	+$88.9K	0.04%	558
2022 Q2	$386K	Buy	+22,251	New	+$421K	0.04%	613

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

Schechter Investment Advisors's MFC Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Manulife Financial (MFC) stake by 16% in Q1 2025, selling an estimated $136K and leaving 24,166 shares worth $753K. The position accounts for 0.06% of the portfolio, ranked #278.

Schechter Investment Advisors first reported a position in MFC in Q2 2022 and has held it in 12 quarters since. The position peaked at $965K in Q3 2024. 717 funds tracked by Wall St. Rank hold MFC as of Q1 2025.

Schechter Investment Advisors held 24,166 shares of Manulife Financial worth $753K as of Q1 2025.
Schechter Investment Advisors sold 4,500 Manulife Financial shares in Q1 2025, an estimated $136K.
Manulife Financial made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #278 holding.
Schechter Investment Advisors first reported a position in Manulife Financial in Q2 2022 and has held it in 12 quarters since.
Schechter Investment Advisors's Manulife Financial position peaked at $965K in Q3 2024.
717 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.