DLCIG
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D.L. Carlson Investment Group’s BCE BCE Stock Holding History

D.L. Carlson Investment Group’s Portfolio BCE Stock Details BCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,933
Closed -$226K – 140
2023
Q3 		$226K Sell
5,933
-2,087
-26% -$87.7K 0.05% 125
2023
Q2 		$366K Sell
8,020
-2,115
-21% -$98.5K 0.07% 112
2023
Q1 		$454K Sell
10,135
-530
-5% -$23.9K 0.1% 101
2022
Q4 		$469K Sell
10,665
-275
-3% -$12.4K 0.1% 99
2022
Q3 		$459K Sell
10,940
-1,310
-11% -$63.6K 0.1% 102
2022
Q2 		$602K Sell
12,250
-895
-7% -$48K 0.13% 95
2022
Q1 		$729K Sell
13,145
-965
-7% -$51.2K 0.12% 96
2021
Q4 		$734K Sell
14,110
-1,320
-9% -$67.5K 0.12% 96
2021
Q3 		$772K Sell
15,430
-1,000
-6% -$50.6K 0.13% 95
2021
Q2 		$810K Sell
16,430
-430
-3% -$20.8K 0.14% 96
2021
Q1 		$761K Sell
16,860
-355
-2% -$15.7K 0.14% 98
2020
Q4 		$737K Sell
17,215
-5,460
-24% -$234K 0.13% 96
2020
Q3 		$940K Sell
22,675
-3,815
-14% -$161K 0.2% 86
2020
Q2 		$1.11M Sell
26,490
-24,155
-48% -$994K 0.33% 74
2020
Q1 		$2.07M Sell
50,645
-3,405
-6% -$153K 0.78% 49
2019
Q4 		$2.5M Sell
54,050
-605
-1% -$29K 0.73% 47
2019
Q3 		$2.65M Sell
54,655
-1,065
-2% -$49.8K 0.83% 44
2019
Q2 		$2.53M Sell
55,720
-455
-0.8% -$20.5K 0.78% 45
2019
Q1 		$2.49M Sell
56,175
-915
-2% -$39.5K 0.73% 53
2018
Q4 		$2.26M Sell
57,090
-530
-0.9% -$21.7K 0.75% 52
2018
Q3 		$2.33M Sell
57,620
-1,440
-2% -$59.3K 0.66% 62
2018
Q2 		$2.39M Sell
59,060
-1,225
-2% -$51.4K 0.73% 55
2018
Q1 		$2.6M Sell
60,285
-1,870
-3% -$84K 0.82% 50
2017
Q4 		$2.98M Sell
62,155
-3,810
-6% -$181K 0.88% 49
2017
Q3 		$3.09M Sell
65,965
-10
-0% -$468 0.96% 43
2017
Q2 		$2.97M Sell
65,975
-640
-1% -$28.8K 0.87% 49
2017
Q1 		$2.95M Sell
66,615
-860
-1% -$37.9K 1% 39
2016
Q4 		$2.92M Buy
67,475
+7,840
+13% +$346K 0.99% 42
2016
Q3 		$2.75M Sell
59,635
-2,335
-4% -$111K 0.96% 48
2016
Q2 		$2.93M Sell
61,970
-475
-0.8% -$22K 1.05% 46
2016
Q1 		$2.84M Sell
62,445
-745
-1% -$31.1K 1.06% 42
2015
Q4 		$2.44M Sell
63,190
-2,850
-4% -$120K 0.91% 49
2015
Q3 		$2.71M Sell
66,040
-7,070
-10% -$290K 1.09% 36
2015
Q2 		$3.11M Buy
73,110
+3,855
+6% +$169K 1.12% 31
2015
Q1 		$2.93M Sell
69,255
-70
-0.1% -$3.12K 1.04% 35
2014
Q4 		$3.18M Sell
69,325
-3,975
-5% -$178K 1.15% 31
2014
Q3 		$3.13M Buy
73,300
+75
+0.1% +$3.35K 1.17% 29
2014
Q2 		$3.32M Sell
73,225
-875
-1% -$39.4K 1.21% 30
2014
Q1 		$3.2M Sell
74,100
-5,000
-6% -$213K 1.2% 32
2013
Q4 		$3.42M Sell
79,100
-4,235
-5% -$184K 1.25% 31
2013
Q3 		$3.56M Sell
83,335
-1,460
-2% -$60.7K 1.36% 29
2013
Q2 		$3.48M Buy
+84,795
New +$3.84M 1.4% 26

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

D.L. Carlson Investment Group's BCE Position: Q4 2023 in Review

D.L. Carlson Investment Group sold out of BCE (BCE) in Q4 2023, closing a stake of 5,933 shares — an estimated $226K sold.

D.L. Carlson Investment Group first reported a position in BCE in Q2 2013 and held it in 42 quarters. The position peaked at $3.56M in Q3 2013. 537 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

  • D.L. Carlson Investment Group reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 5,933 BCE shares in Q4 2023, an estimated $226K.
  • D.L. Carlson Investment Group first reported a position in BCE in Q2 2013 and held it in 42 quarters.
  • D.L. Carlson Investment Group's BCE position peaked at $3.56M in Q3 2013.
  • 537 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on D.L. Carlson Investment Group's 13F filing for Q4 2023, filed 16 Feb 2024.