DSM Capital Partners’s Royal Bank of Canada RY Stock Holding History

DSM Capital Partners’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	–	Sell	-7,190	Closed	-$630K	–	131
2023 Q3	$630K	Hold	7,190	–	–	0.01%	44
2023 Q2	$688K	Sell	7,190 -14,376	-67%	-$1.37M	0.01%	44
2023 Q1	$2.06M	Hold	21,566	–	–	0.03%	39
2022 Q4	$2.03M	Sell	21,566 -353	-2%	-$33.3K	0.03%	44
2022 Q3	$1.97M	Hold	21,919	–	–	0.03%	43
2022 Q2	$2.12M	Buy	21,919 +52	+0.2%	+$5.32K	0.04%	40
2022 Q1	$2.47M	Buy	21,867 +6,957	+47%	+$780K	0.03%	36
2021 Q4	$1.58M	Hold	14,910	–	–	0.02%	39
2021 Q3	$1.48M	Hold	14,910	–	–	0.02%	40
2021 Q2	$1.51M	Sell	14,910 -1,700	-10%	-$168K	0.01%	39
2021 Q1	$1.53M	Buy	16,610 +1,770	+12%	+$154K	0.02%	44
2020 Q4	$1.22M	Buy	+14,840	New	+$1.15M	0.01%	43
2020 Q2	–	Sell	-22,300	Closed	-$1.37M	–	56
2020 Q1	$1.37M	Hold	22,300	–	–	0.02%	33
2019 Q4	$1.76M	Sell	22,300 -700	-3%	-$56.4K	0.02%	34
2019 Q3	$1.87M	Sell	23,000 -1,950	-8%	-$152K	0.03%	32
2019 Q2	$1.98M	Hold	24,950	–	–	0.03%	32
2019 Q1	$1.88M	Hold	24,950	–	–	0.03%	34
2018 Q4	$1.71M	Hold	24,950	–	–	0.03%	35
2018 Q3	$2M	Buy	24,950 +250	+1%	+$19.6K	0.03%	37
2018 Q2	$2.44M	Hold	24,700	–	–	0.04%	37
2018 Q1	$1.91M	Buy	+24,700	New	+$2.01M	0.03%	35

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

DSM Capital Partners's RY Position: Q4 2023 in Review

DSM Capital Partners sold out of Royal Bank of Canada (RY) in Q4 2023, closing a stake of 7,190 shares — an estimated $630K sold.

DSM Capital Partners first reported a position in RY in Q1 2018 and held it in 21 quarters. The position peaked at $2.47M in Q1 2022. 676 funds tracked by Wall St. Rank hold RY as of Q4 2023.

DSM Capital Partners reported no remaining Royal Bank of Canada position as of Q4 2023 after selling out during the quarter.
DSM Capital Partners sold 7,190 Royal Bank of Canada shares in Q4 2023, an estimated $630K.
DSM Capital Partners first reported a position in Royal Bank of Canada in Q1 2018 and held it in 21 quarters.
DSM Capital Partners's Royal Bank of Canada position peaked at $2.47M in Q1 2022.
676 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2023.

Based on DSM Capital Partners's 13F filing for Q4 2023, filed 12 Feb 2024.