HANCOCK JOHN INVS TR's ticker is JHI and the CUSIP is 410142103. A total of 35 filers reported holding HANCOCK JOHN INVS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,520 | +20.4% | 33,870 | +25.3% | 0.00% | – |
| Q2 2023 | $341,692 | +6.8% | 27,033 | +7.2% | 0.00% | – |
| Q1 2023 | $320,013 | +18.7% | 25,218 | +17.3% | 0.00% | – |
| Q4 2022 | $269,555 | -0.5% | 21,496 | -4.4% | 0.00% | – |
| Q3 2022 | $271,000 | -10.0% | 22,485 | -1.7% | 0.00% | – |
| Q2 2022 | $301,000 | -33.6% | 22,865 | -15.2% | 0.00% | – |
| Q1 2022 | $453,000 | +1.1% | 26,970 | +16.4% | 0.00% | – |
| Q4 2021 | $448,000 | +3.7% | 23,175 | +0.1% | 0.00% | – |
| Q3 2021 | $432,000 | +10.2% | 23,155 | +11.3% | 0.00% | – |
| Q2 2021 | $392,000 | +5.7% | 20,811 | +0.9% | 0.00% | – |
| Q1 2021 | $371,000 | +0.3% | 20,624 | -3.6% | 0.00% | – |
| Q4 2020 | $370,000 | +36.5% | 21,404 | +25.2% | 0.00% | – |
| Q3 2020 | $271,000 | +2.3% | 17,101 | +0.2% | 0.00% | – |
| Q2 2020 | $265,000 | +49.7% | 17,074 | +21.6% | 0.00% | – |
| Q1 2020 | $177,000 | -31.7% | 14,043 | -3.7% | 0.00% | – |
| Q4 2019 | $259,000 | -33.1% | 14,588 | -35.8% | 0.00% | -100.0% |
| Q3 2019 | $387,000 | +53.0% | 22,731 | +47.5% | 0.00% | 0.0% |
| Q2 2019 | $253,000 | +7.2% | 15,411 | +3.0% | 0.00% | 0.0% |
| Q1 2019 | $236,000 | -0.4% | 14,956 | -10.8% | 0.00% | 0.0% |
| Q4 2018 | $237,000 | -28.4% | 16,771 | -18.5% | 0.00% | 0.0% |
| Q3 2018 | $331,000 | +0.6% | 20,587 | -0.2% | 0.00% | 0.0% |
| Q2 2018 | $329,000 | -26.7% | 20,620 | -23.7% | 0.00% | 0.0% |
| Q1 2018 | $449,000 | +47.7% | 27,028 | +55.4% | 0.00% | 0.0% |
| Q4 2017 | $304,000 | +8.6% | 17,391 | +12.6% | 0.00% | 0.0% |
| Q3 2017 | $280,000 | -1.4% | 15,447 | -6.6% | 0.00% | 0.0% |
| Q2 2017 | $284,000 | -61.9% | 16,545 | -62.1% | 0.00% | -80.0% |
| Q1 2017 | $746,000 | -0.1% | 43,679 | -1.3% | 0.01% | -16.7% |
| Q4 2016 | $747,000 | +30.1% | 44,273 | +29.0% | 0.01% | +20.0% |
| Q3 2016 | $574,000 | +2.9% | 34,329 | +2.3% | 0.01% | 0.0% |
| Q2 2016 | $558,000 | -39.3% | 33,554 | -44.4% | 0.01% | +66.7% |
| Q1 2016 | $920,000 | +12.3% | 60,308 | +7.0% | 0.00% | +50.0% |
| Q4 2015 | $819,000 | +112.2% | 56,348 | +110.8% | 0.00% | 0.0% |
| Q3 2015 | $386,000 | -9.2% | 26,732 | +1.5% | 0.00% | 0.0% |
| Q2 2015 | $425,000 | -14.7% | 26,335 | -6.0% | 0.00% | -33.3% |
| Q1 2015 | $498,000 | -2.4% | 28,016 | -2.8% | 0.00% | 0.0% |
| Q4 2014 | $510,000 | -12.5% | 28,826 | -8.1% | 0.00% | 0.0% |
| Q3 2014 | $583,000 | -8.0% | 31,354 | +2.0% | 0.00% | -25.0% |
| Q2 2014 | $634,000 | -10.3% | 30,747 | -11.4% | 0.00% | 0.0% |
| Q1 2014 | $707,000 | -0.7% | 34,719 | -9.4% | 0.00% | 0.0% |
| Q4 2013 | $712,000 | -20.4% | 38,304 | -20.5% | 0.00% | -33.3% |
| Q3 2013 | $895,000 | -27.6% | 48,163 | -22.7% | 0.01% | -33.3% |
| Q2 2013 | $1,237,000 | – | 62,329 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 1607 Capital Partners, LLC | 845,908 | $14,609,000 | 0.73% |
| TCG Advisory Services, LLC | 55,228 | $874,000 | 0.40% |
| Shaker Financial Services, LLC | 40,556 | $700,000 | 0.29% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 20,299 | $350,000 | 0.20% |
| HOERTKORN RICHARD CHARLES | 17,200 | $297,000 | 0.16% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 43,430 | $750,000 | 0.06% |
| PHILADELPHIA TRUST CO | 34,313 | $593,000 | 0.05% |
| Stratos Wealth Partners, LTD. | 90,929 | $1,570,000 | 0.05% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 29,532 | $510,000 | 0.03% |
| Capital Investment Advisors, LLC | 38,656 | $668,000 | 0.03% |