Summit Securities Group’s Manulife Financial MFC Stock Holding History

Summit Securities 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
2022 Q4	–	Sell	-1,300	Closed	-$20K	–	1283
2022 Q3	$20K	Buy	+1,300	New	+$22.8K	﹤0.01%	723
2021 Q3	–	Sell	-11,200	Closed	-$221K	–	814
2021 Q2	$221K	Buy	+11,200	New	+$235K	0.02%	632
2015 Q1	–	Sell	-2,000	Closed	-$38K	–	546
2014 Q4	$38K	Buy	+2,000	New	+$37.9K	0.01%	349
2014 Q1	–	Sell	-1,600	Closed	-$32K	–	517
2013 Q4	$32K	Buy	+1,600	New	+$29.3K	0.01%	294

Other funds holding MFC

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

BGC

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

JFL

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

Summit Securities Group's MFC Position: Q4 2022 in Review

Summit Securities Group sold out of Manulife Financial (MFC) in Q4 2022, closing a stake of 1,300 shares — an estimated $20K sold.

Summit Securities Group first reported a position in MFC in Q4 2013 and held it in 4 quarters. The position peaked at $221K in Q2 2021. 507 funds tracked by Wall St. Rank hold MFC as of Q4 2022.

Summit Securities Group reported no remaining Manulife Financial position as of Q4 2022 after selling out during the quarter.
Summit Securities Group sold 1,300 Manulife Financial shares in Q4 2022, an estimated $20K.
Summit Securities Group first reported a position in Manulife Financial in Q4 2013 and held it in 4 quarters.
Summit Securities Group's Manulife Financial position peaked at $221K in Q2 2021.
507 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2022.

Based on Summit Securities Group's 13F filing for Q4 2022, filed 13 Feb 2023.