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Aull & Monroe Investment Management’s Scotiabank BNS Stock Holding History

Aull & Monroe Investment Management’s Portfolio BNS Stock Details BNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,900
Closed -$208K – 133
2022
Q1 		$208K Hold
2,900
– – 0.09% 129
2021
Q4 		$208K Buy
+2,900
New +$192K 0.09% 131
2021
Q3 		– Sell
-3,150
Closed -$205K – 134
2021
Q2 		$205K Buy
+3,150
New +$204K 0.1% 131
2020
Q1 		– Sell
-4,150
Closed -$234K – 116
2019
Q4 		$234K Hold
4,150
– – 0.12% 120
2019
Q3 		$236K Hold
4,150
– – 0.12% 117
2019
Q2 		$225K Sell
4,150
-100
-2% -$5.34K 0.12% 120
2019
Q1 		$226K Sell
4,250
-1,250
-23% -$68.5K 0.12% 121
2018
Q4 		$274K Sell
5,500
-200
-4% -$10.8K 0.16% 105
2018
Q3 		$340K Buy
5,700
+200
+4% +$11.7K 0.16% 103
2018
Q2 		$315K Hold
5,500
– – 0.16% 104
2018
Q1 		$339K Hold
5,500
– – 0.18% 102
2017
Q4 		$355K Sell
5,500
-900
-14% -$58.3K 0.18% 99
2017
Q3 		$411K Hold
6,400
– – 0.21% 94
2017
Q2 		$385K Hold
6,400
– – 0.21% 96
2017
Q1 		$375K Sell
6,400
-100
-2% -$5.94K 0.2% 97
2016
Q4 		$362K Hold
6,500
– – 0.2% 95
2016
Q3 		$345K Sell
6,500
-200
-3% -$10.3K 0.2% 97
2016
Q2 		$329K Sell
6,700
-148
-2% -$7.27K 0.19% 97
2016
Q1 		$328K Hold
6,848
– – 0.2% 96
2015
Q4 		$271K Sell
6,848
-86
-1% -$3.71K 0.17% 103
2015
Q3 		$295K Buy
6,934
+554
+9% +$24.9K 0.19% 98
2015
Q2 		$301K Sell
6,380
-65
-1% -$3.31K 0.18% 98
2015
Q1 		$306K Buy
6,445
+211
+3% +$10.3K 0.17% 97
2014
Q4 		$337K Buy
6,234
+1,113
+22% +$62.6K 0.18% 95
2014
Q3 		$297K Buy
+5,121
New +$319K 0.16% 100

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Aull & Monroe Investment Management's BNS Position: Q2 2022 in Review

Aull & Monroe Investment Management sold out of Scotiabank (BNS) in Q2 2022, closing a stake of 2,900 shares — an estimated $208K sold.

Aull & Monroe Investment Management first reported a position in BNS in Q3 2014 and held it in 25 quarters. The position peaked at $411K in Q3 2017. 434 funds tracked by Wall St. Rank hold BNS as of Q2 2022.

  • Aull & Monroe Investment Management reported no remaining Scotiabank position as of Q2 2022 after selling out during the quarter.
  • Aull & Monroe Investment Management sold 2,900 Scotiabank shares in Q2 2022, an estimated $208K.
  • Aull & Monroe Investment Management first reported a position in Scotiabank in Q3 2014 and held it in 25 quarters.
  • Aull & Monroe Investment Management's Scotiabank position peaked at $411K in Q3 2017.
  • 434 funds tracked by Wall St. Rank held Scotiabank as of Q2 2022.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.