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Desjardins Global Asset Management’s Royal Bank of Canada RY Stock Holding History

Desjardins Global Asset Management’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
2023
Q4 		$120K Sell
1,184
-1,582
-57% -$139K 0.01% 436
2023
Q3 		$243K Buy
2,766
+2,640
+2,095% +$246K 0.03% 339
2023
Q2 		$12K Buy
+126
New +$12K ﹤0.01% 611

Other funds holding RY

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
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 Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Desjardins Global Asset Management's RY Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Royal Bank of Canada (RY) stake by 57% in Q4 2023, selling an estimated $139K and leaving 1,184 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #436.

Desjardins Global Asset Management first reported a position in RY in Q2 2023 and has held it in 3 quarters since. The position peaked at $243K in Q3 2023. 675 funds tracked by Wall St. Rank hold RY as of Q4 2023.

  • Desjardins Global Asset Management held 1,184 shares of Royal Bank of Canada worth $120K as of Q4 2023.
  • Desjardins Global Asset Management sold 1,582 Royal Bank of Canada shares in Q4 2023, an estimated $139K.
  • Royal Bank of Canada made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #436 holding.
  • Desjardins Global Asset Management first reported a position in Royal Bank of Canada in Q2 2023 and has held it in 3 quarters since.
  • Desjardins Global Asset Management's Royal Bank of Canada position peaked at $243K in Q3 2023.
  • 675 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.