Compagnie Lombard Odier SCmA’s Royal Bank of Canada RY Stock Holding History

Compagnie Lombard Odier SCmA’s Portfolio RY Stock Details RY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,500	Closed	-$412K	–	493
2024 Q4	$422K	Hold	3,500	–	–	0.01%	191
2024 Q3	$437K	Hold	3,500	–	–	0.01%	187
2024 Q2	$373K	Hold	3,500	–	–	0.01%	197
2024 Q1	$353K	Hold	3,500	–	–	0.01%	209
2023 Q4	$356K	Sell	3,500 -1,040	-23%	-$91.6K	0.01%	238
2023 Q3	$399K	Hold	4,540	–	–	0.01%	205
2023 Q2	$434K	Hold	4,540	–	–	0.01%	184
2023 Q1	$434K	Hold	4,540	–	–	0.01%	212
2022 Q4	$427K	Hold	4,540	–	–	0.01%	205
2022 Q3	$411K	Hold	4,540	–	–	0.01%	226
2022 Q2	$438K	Hold	4,540	–	–	0.01%	213
2022 Q1	$501K	Sell	4,540 -1,041	-19%	-$117K	0.01%	212
2021 Q4	$593K	Hold	5,581	–	–	0.01%	221
2021 Q3	$555K	Hold	5,581	–	–	0.01%	228
2021 Q2	$566K	Hold	5,581	–	–	0.01%	213
2021 Q1	$515K	Buy	5,581 +2,081	+59%	+$181K	0.01%	271
2020 Q4	$287K	Hold	3,500	–	–	0.01%	295
2020 Q3	$245K	Sell	3,500 -375	-10%	-$27K	0.01%	257
2020 Q2	$262K	Hold	3,875	–	–	0.01%	240
2020 Q1	$237K	Hold	3,875	–	–	0.01%	230
2019 Q4	$307K	Buy	3,875 +125	+3%	+$10.1K	0.01%	219
2019 Q3	$304K	Hold	3,750	–	–	0.01%	214
2019 Q2	$299K	Sell	3,750 -20,250	-84%	-$1.58M	0.01%	219
2019 Q1	$1.81M	Hold	24,000	–	–	0.07%	118
2018 Q4	$1.64M	Hold	24,000	–	–	0.07%	131
2018 Q3	$1.92M	Sell	24,000 -1,600	-6%	-$125K	0.07%	131
2018 Q2	$1.93M	Hold	25,600	–	–	0.07%	135
2018 Q1	$1.98M	Sell	25,600 -293	-1%	-$23.8K	0.07%	140
2017 Q4	$2.12M	Hold	25,893	–	–	0.08%	137
2017 Q3	$2M	Buy	25,893 +1,600	+7%	+$119K	0.07%	167
2017 Q2	$1.76M	Sell	24,293 -1,600	-6%	-$112K	0.06%	181
2017 Q1	$1.88M	Sell	25,893 -14,523	-36%	-$1.05M	0.06%	179
2016 Q4	$2.74M	Buy	40,416 +940	+2%	+$60.9K	0.08%	154
2016 Q3	$2.44M	Sell	39,476 -10,507	-21%	-$646K	0.07%	171
2016 Q2	$2.94M	Buy	49,983 +4,068	+9%	+$244K	0.09%	160
2016 Q1	$2.66M	Sell	45,915 -1,828	-4%	-$94.7K	0.08%	141
2015 Q4	$2.55M	Hold	47,743	–	–	0.08%	135
2015 Q3	$2.63M	Hold	47,743	–	–	0.11%	130
2015 Q2	$2.92M	Buy	47,743 +2,150	+5%	+$138K	0.11%	137
2015 Q1	$2.74M	Buy	45,593 +28,833	+172%	+$1.77M	0.1%	124
2014 Q4	$1.16M	Sell	16,760 -7,019	-30%	-$496K	0.05%	168
2014 Q3	$1.7M	Sell	23,779 -8,737	-27%	-$643K	0.07%	129
2014 Q2	$2.33M	Buy	32,516 +78	+0.2%	+$5.29K	0.09%	119
2014 Q1	$2.14M	Buy	32,438 +855	+3%	+$55.3K	0.09%	136
2013 Q4	$2.12M	Buy	+31,583	New	+$2.09M	0.09%	133

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Compagnie Lombard Odier SCmA's RY Position: Q1 2025 in Review

Compagnie Lombard Odier SCmA sold out of Royal Bank of Canada (RY) in Q1 2025, closing a stake of 3,500 shares — an estimated $412K sold.

Compagnie Lombard Odier SCmA first reported a position in RY in Q4 2013 and held it in 45 quarters. The position peaked at $2.94M in Q2 2016. 767 funds tracked by Wall St. Rank hold RY as of Q1 2025.

Compagnie Lombard Odier SCmA reported no remaining Royal Bank of Canada position as of Q1 2025 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 3,500 Royal Bank of Canada shares in Q1 2025, an estimated $412K.
Compagnie Lombard Odier SCmA first reported a position in Royal Bank of Canada in Q4 2013 and held it in 45 quarters.
Compagnie Lombard Odier SCmA's Royal Bank of Canada position peaked at $2.94M in Q2 2016.
767 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2025.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2025, filed 16 Apr 2025.