Sugarloaf Wealth Management’s Manulife Financial MFC Stock Holding History

Sugarloaf Wealth Management’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
2022 Q1	–	Sell	-775	Closed	-$15K	–	741
2021 Q4	$15K	Buy	775 +9	+1%	+$174	﹤0.01%	466
2021 Q3	$15K	Buy	766 +8	+1%	+$156	﹤0.01%	479
2021 Q2	$15K	Buy	758 +8	+1%	+$168	﹤0.01%	459
2021 Q1	$16K	Buy	750 +6	+0.8%	+$120	﹤0.01%	448
2020 Q4	$13K	Buy	744 +8	+1%	+$128	﹤0.01%	455
2020 Q3	$10K	Buy	736 +10	+1%	+$143	﹤0.01%	454
2020 Q2	$10K	Buy	726 +9	+1%	+$113	﹤0.01%	450
2020 Q1	$9K	Buy	717 +11	+2%	+$191	﹤0.01%	447
2019 Q4	$14K	Buy	+706	New	+$13.5K	0.01%	429

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sugarloaf Wealth Management's MFC Position: Q1 2022 in Review

Sugarloaf Wealth Management sold out of Manulife Financial (MFC) in Q1 2022, closing a stake of 775 shares — an estimated $15K sold.

Sugarloaf Wealth Management first reported a position in MFC in Q4 2019 and held it in 9 quarters. The position peaked at $16K in Q1 2021. 500 funds tracked by Wall St. Rank hold MFC as of Q1 2022.

Sugarloaf Wealth Management reported no remaining Manulife Financial position as of Q1 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 775 Manulife Financial shares in Q1 2022, an estimated $15K.
Sugarloaf Wealth Management first reported a position in Manulife Financial in Q4 2019 and held it in 9 quarters.
Sugarloaf Wealth Management's Manulife Financial position peaked at $16K in Q1 2021.
500 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.