Synergy Asset Management’s Manulife Financial MFC Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell	-284	Closed	-$8.39K	–	538
2024 Q4	$8.39K	Buy	+284	New	+$8.8K	﹤0.01%	502
2021 Q4	–	Sell	-131,231	Closed	-$2.52M	–	122
2021 Q3	$2.52M	Sell	131,231 -58,609	-31%	-$1.14M	0.59%	44
2021 Q2	$3.74M	Buy	+189,840	New	+$3.98M	0.99%	36

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Synergy Asset Management's MFC Position: Q1 2025 in Review

Synergy Asset Management sold out of Manulife Financial (MFC) in Q1 2025, closing a stake of 284 shares — an estimated $8.39K sold.

Synergy Asset Management first reported a position in MFC in Q2 2021 and held it in 3 quarters. The position peaked at $3.74M in Q2 2021. 719 funds tracked by Wall St. Rank hold MFC as of Q1 2025.

Synergy Asset Management reported no remaining Manulife Financial position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 284 Manulife Financial shares in Q1 2025, an estimated $8.39K.
Synergy Asset Management first reported a position in Manulife Financial in Q2 2021 and held it in 3 quarters.
Synergy Asset Management's Manulife Financial position peaked at $3.74M in Q2 2021.
719 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.