Summit Financial Group’s Manulife Financial MFC Stock Holding History

Summit Financial Group’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
2024 Q1	$341K	Hold	13,639	–	–	0.12%	144
2023 Q4	$301K	Hold	13,639	–	–	0.12%	152
2023 Q3	$249K	Hold	13,639	–	–	0.1%	164
2023 Q2	$258K	Hold	13,639	–	–	0.1%	163
2023 Q1	$250K	Sell	13,639 -2,555	-16%	-$48.6K	0.09%	169
2022 Q4	$289K	Hold	16,194	–	–	0.11%	158
2022 Q3	$254K	Hold	16,194	–	–	0.11%	164
2022 Q2	$281K	Hold	16,194	–	–	0.11%	161
2022 Q1	$346K	Hold	16,194	–	–	0.12%	152
2021 Q4	$309K	Hold	16,194	–	–	0.1%	174
2021 Q3	$312K	Hold	16,194	–	–	0.11%	166
2021 Q2	$319K	Hold	16,194	–	–	0.12%	158
2021 Q1	$348K	Hold	16,194	–	–	0.14%	128
2020 Q4	$289K	Buy	16,194 +6,076	+60%	+$97K	0.13%	131
2020 Q3	$141K	Hold	10,118	–	–	0.07%	154
2020 Q2	$138K	Hold	10,118	–	–	0.07%	153
2020 Q1	$127K	Sell	10,118 -2,556	-20%	-$44.4K	0.08%	138
2019 Q4	$257K	Hold	12,674	–	–	0.12%	140
2019 Q3	$233K	Hold	12,674	–	–	0.12%	147
2019 Q2	$230K	Buy	+12,674	New	+$225K	0.1%	150

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

BGC

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

Norges Bank Oslo, Norway $935B AUM

Summit Financial Group's MFC Position: Q1 2024 in Review

Summit Financial Group held its Manulife Financial (MFC) position steady in Q1 2024 at 13,639 shares worth $341K. The position accounts for 0.12% of the portfolio, ranked #144.

Summit Financial Group first reported a position in MFC in Q2 2019 and has held it in 20 quarters since. The position peaked at $348K in Q1 2021. 632 funds tracked by Wall St. Rank hold MFC as of Q1 2024.

Summit Financial Group held 13,639 shares of Manulife Financial worth $341K as of Q1 2024.
Summit Financial Group left its Manulife Financial share count unchanged in Q1 2024.
Manulife Financial made up 0.12% of Summit Financial Group's portfolio in Q1 2024, its #144 holding.
Summit Financial Group first reported a position in Manulife Financial in Q2 2019 and has held it in 20 quarters since.
Summit Financial Group's Manulife Financial position peaked at $348K in Q1 2021.
632 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.