Retirement Planning Group John Hancock Multifactor Large Transaction History

Retirement Planning Group

$1.58 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	$27.49 - $43.04 $556,315 - $871,000	-20,237 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$37.23 - $41.58 $9.22 Million - $10.3 Million	-247,735 Reduced 92.45%	20,237 $834,000
Q3 2019 Oct 25, 2019	SELL	$36.47 - $38.92 $10.6 Million - $11.3 Million	-290,344 Reduced 52.0%	267,972 $10.3 Million
Q2 2019 Jul 25, 2019	BUY	$35.5 - $38.23 $1.03 Million - $1.11 Million	29,017 Added 5.48%	558,316 $21.1 Million
Q1 2019 May 06, 2019	BUY	$31.29 - $36.71 $1.74 Million - $2.04 Million	55,676 Added 11.76%	529,299 $19.3 Million
Q4 2018 Feb 06, 2019	BUY	$30.1 - $37.63 $1.1 Million - $1.38 Million	36,576 Added 8.37%	473,623 $15.2 Million
Q3 2018 Nov 07, 2018	BUY	$35.13 - $37.87 $1.14 Million - $1.23 Million	32,513 Added 8.04%	437,047 $16.4 Million
Q2 2018 Aug 07, 2018	BUY	$33.75 - $36.33 $13.7 Million - $14.7 Million	404,534 New	404,534 $14.2 Million

Others Institutions Holding JHML

# of Institutions

103

Shares Held

13.9M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

3.42M
Shares

$248 Million
0.15% of portfolio
Grimes & Company, Inc.

1.71M
Shares

$124 Million
3.25% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.28M
Shares

$92.9 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

993K
Shares

$71.9 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

832K
Shares

$60.3 Million
0.01% of portfolio

About JOHN HANCOCK MULTIFACTOR LARGE

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