Tallon Kerry Patrick’s John Hancock Preferred Income Fund III HPS Stock Holding History

Tallon Kerry Patrick’s Portfolio HPS Stock Details HPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$360K	Buy	+23,833	New	+$379K	0.35%	52

Other funds holding HPS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Tallon Kerry Patrick's HPS Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in John Hancock Preferred Income Fund III (HPS) in Q4 2024: 23,833 shares worth $360K. The stake represents 0.35% of the portfolio and ranks #52 among its holdings.

73 funds tracked by Wall St. Rank hold HPS as of Q4 2024.

Tallon Kerry Patrick held 23,833 shares of John Hancock Preferred Income Fund III worth $360K as of Q4 2024.
John Hancock Preferred Income Fund III was a new Tallon Kerry Patrick position in Q4 2024.
John Hancock Preferred Income Fund III made up 0.35% of Tallon Kerry Patrick's portfolio in Q4 2024, its #52 holding.
73 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.