SIA
JHI

Sit Investment Associates’s John Hancock Investors Trust JHI Stock Holding History

Sit Investment Associates’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
2026
Q1 		$8.06M Buy
624,372
+27,324
+5% +$371K 0.16% 150
2025
Q4 		$8.16M Buy
597,048
+64,495
+12% +$890K 0.16% 157
2025
Q3 		$7.45M Buy
532,553
+90,633
+21% +$1.27M 0.15% 155
2025
Q2 		$6.12M Buy
441,920
+104,870
+31% +$1.39M 0.13% 173
2025
Q1 		$4.57M Buy
337,050
+10,086
+3% +$140K 0.11% 203
2024
Q4 		$4.47M Buy
326,964
+107,179
+49% +$1.51M 0.1% 217
2024
Q3 		$3.09M Buy
219,785
+113,003
+106% +$1.53M 0.07% 260
2024
Q2 		$1.42M Sell
106,782
-55,738
-34% -$743K 0.03% 332
2024
Q1 		$2.14M Buy
162,520
+152,431
+1,511% +$2M 0.05% 290
2023
Q4 		$131K Buy
+10,089
New +$125K ﹤0.01% 491
2021
Q1 		– Sell
-11,379
Closed -$197K – 533
2020
Q4 		$197K Sell
11,379
-3,622
-24% -$60K 0.01% 456
2020
Q3 		$237K Buy
+15,001
New +$241K 0.01% 425
2020
Q2 		– Sell
-27,800
Closed -$350K – 540
2020
Q1 		$350K Buy
+27,800
New +$453K 0.01% 399
2019
Q3 		– Sell
-10,273
Closed -$168K – 537
2019
Q2 		$168K Sell
10,273
-1,292
-11% -$20.8K 0.01% 466
2019
Q1 		$182K Buy
+11,565
New +$178K 0.01% 465
2018
Q4 		– Sell
-35,407
Closed -$570K – 547
2018
Q3 		$570K Buy
35,407
+100
+0.3% +$1.63K 0.01% 378
2018
Q2 		$563K Buy
+35,307
New +$576K 0.01% 409
2016
Q1 		– Sell
-27,430
Closed -$394K – 482
2015
Q4 		$394K Sell
27,430
-20,307
-43% -$297K 0.01% 369
2015
Q3 		$696K Sell
47,737
-29,905
-39% -$460K 0.01% 345
2015
Q2 		$1.25M Buy
+77,642
New +$1.35M 0.02% 295
2014
Q1 		– Sell
-19,281
Closed -$359K – 463
2013
Q4 		$359K Buy
+19,281
New +$361K 0.01% 408
2013
Q3 		– Sell
-90,030
Closed -$1.79M – 451
2013
Q2 		$1.79M Buy
+90,030
New +$1.97M 0.04% 286

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sit Investment Associates's JHI Position: Q1 2026 in Review

Sit Investment Associates increased its John Hancock Investors Trust (JHI) stake by 4.6% in Q1 2026, buying an estimated $371K and bringing the position to 624,372 shares worth $8.06M. The position accounts for 0.16% of the portfolio, ranked #150.

Sit Investment Associates first reported a position in JHI in Q2 2013 and has held it in 22 quarters since. The position peaked at $8.16M in Q4 2025. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

  • Sit Investment Associates held 624,372 shares of John Hancock Investors Trust worth $8.06M as of Q1 2026.
  • Sit Investment Associates bought 27,324 John Hancock Investors Trust shares in Q1 2026, an estimated $371K.
  • John Hancock Investors Trust made up 0.16% of Sit Investment Associates's portfolio in Q1 2026, its #150 holding.
  • Sit Investment Associates first reported a position in John Hancock Investors Trust in Q2 2013 and has held it in 22 quarters since.
  • Sit Investment Associates's John Hancock Investors Trust position peaked at $8.16M in Q4 2025.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.