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SIMS INVESTMENT MANAGEMENT, LLC → HTD
SIMS INVESTMENT MANAGEMENT, LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
7
Latest value
$17.7M
Q3 2026
Peak value
$18.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.9M |
| Q3 2025 | $12.9M |
| Q4 2025 | $13.5M |
| Q1 2026 | $15M |
| Q2 2026 | $33K |
| Q2 2026 | $18.2M |
| Q3 2026 | $17.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.7M | 390.0K | — | — |
| Q2 2026 | $18.2M | 375.3K | — | — |
| Q2 2026 | $33K | 365 | — | — |
| Q1 2026 | $15M | 349.4K | — | — |
| Q4 2025 | $13.5M | 321.9K | — | — |
| Q3 2025 | $12.9M | 309.3K | — | — |
| Q3 2025 | $12.9M | 309.3K | — | — |
Other funds holding HTD
$285.1M
$225.8M