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	–	750
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	$16	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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return