Colonial Trust’s Canadian Imperial Bank of Commerce CM Stock Holding History

Colonial Trust’s Portfolio CM Stock Details CM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12	Closed	-$836	–	1097
2025 Q2	$836	Hold	12	–	–	﹤0.01%	1032
2025 Q1	$674	Hold	12	–	–	﹤0.01%	1032
2024 Q4	$752	Sell	12 -16	-57%	-$1.02K	﹤0.01%	1268
2024 Q3	$1.71K	Hold	28	–	–	﹤0.01%	1016
2024 Q2	$1.36K	Sell	28 -1	-3%	-$48	﹤0.01%	958
2024 Q1	$1.45K	Hold	29	–	–	﹤0.01%	951
2023 Q4	$1.39K	Sell	29 -1	-3%	-$40	﹤0.01%	922
2023 Q3	$1.17K	Sell	30 -1	-3%	-$41	﹤0.01%	923
2023 Q2	$1.32K	Buy	31 +5	+19%	+$211	﹤0.01%	916
2023 Q1	$1.09K	Buy	26 +6	+30%	+$263	﹤0.01%	878
2022 Q4	$812	Buy	+20	New	+$882	﹤0.01%	883

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return