SWM
HPI

Sugarloaf Wealth Management’s John Hancock Preferred Income Fund HPI Stock Holding History

Sugarloaf Wealth Management’s Portfolio HPI Stock Details HPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$6.4K Hold
385
– – ﹤0.01% 552
2024
Q3 		$7.29K Hold
385
– – ﹤0.01% 531
2024
Q2 		$6.43K Hold
385
– – ﹤0.01% 514
2024
Q1 		$6.4K Hold
385
– – ﹤0.01% 519
2023
Q4 		$6.07K Hold
385
– – ﹤0.01% 530
2023
Q3 		$5.6K Hold
385
– – ﹤0.01% 528
2023
Q2 		$5.86K Sell
385
-1,741
-82% -$26K ﹤0.01% 534
2023
Q1 		$34K Sell
2,126
-744
-26% -$12.4K 0.01% 335
2022
Q4 		$46.1K Sell
2,870
-326
-10% -$5.2K 0.01% 298
2022
Q3 		$52K Buy
3,196
+35
+1% +$624 0.01% 278
2022
Q2 		$55K Buy
3,161
+33
+1% +$592 0.01% 272
2022
Q1 		$61K Buy
3,128
+20
+0.6% +$384 0.01% 251
2021
Q4 		$64K Sell
3,108
-347
-10% -$7.37K 0.02% 256
2021
Q3 		$74K Buy
3,455
+36
+1% +$781 0.02% 223
2021
Q2 		$74K Buy
3,419
+56
+2% +$1.17K 0.02% 223
2021
Q1 		$70 Buy
3,363
+38
+1% +$730 0.02% 230
2020
Q4 		$65K Buy
3,325
+76
+2% +$1.45K 0.02% 223
2020
Q3 		$61K Buy
3,249
+55
+2% +$1.1K 0.02% 209
2020
Q2 		$62K Buy
3,194
+61
+2% +$1.1K 0.02% 204
2020
Q1 		$50K Buy
3,133
+32
+1% +$670 0.02% 223
2019
Q4 		$71K Buy
+3,101
New +$70.2K 0.03% 217

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Sugarloaf Wealth Management's HPI Position: Q4 2024 in Review

Sugarloaf Wealth Management held its John Hancock Preferred Income Fund (HPI) position steady in Q4 2024 at 385 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Sugarloaf Wealth Management first reported a position in HPI in Q4 2019 and has held it in 21 quarters since. The position peaked at $74K in Q3 2021. 62 funds tracked by Wall St. Rank hold HPI as of Q4 2024.

  • Sugarloaf Wealth Management held 385 shares of John Hancock Preferred Income Fund worth $6.4K as of Q4 2024.
  • Sugarloaf Wealth Management left its John Hancock Preferred Income Fund share count unchanged in Q4 2024.
  • John Hancock Preferred Income Fund made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #552 holding.
  • Sugarloaf Wealth Management first reported a position in John Hancock Preferred Income Fund in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's John Hancock Preferred Income Fund position peaked at $74K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.