Evergreen Capital Management’s BCE BCE Stock Holding History

Evergreen Capital Management’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
2025 Q2	–	Sell	-10,706	Closed	-$254K	–	1146
2025 Q1	$254K	Buy	10,706 +860	+9%	+$20.2K	0.01%	851
2024 Q4	$229K	Buy	9,846 +2,934	+42%	+$84.3K	0.01%	896
2024 Q3	$246K	Sell	6,912 -514	-7%	-$17.6K	0.01%	820
2024 Q2	$245K	Buy	+7,426	New	+$248K	0.01%	748
2023 Q3	–	Sell	-5,136	Closed	-$238K	–	798
2023 Q2	$238K	Sell	5,136 -179	-3%	-$8.33K	0.01%	650
2023 Q1	$241K	Buy	5,315 +65	+1%	+$2.94K	0.01%	594
2022 Q4	$235K	Buy	+5,250	New	+$236K	0.01%	560

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Evergreen Capital Management's BCE Position: Q2 2025 in Review

Evergreen Capital Management sold out of BCE (BCE) in Q2 2025, closing a stake of 10,706 shares — an estimated $254K sold.

Evergreen Capital Management first reported a position in BCE in Q4 2022 and held it in 7 quarters. The position peaked at $254K in Q1 2025. 391 funds tracked by Wall St. Rank hold BCE as of Q2 2025.

Evergreen Capital Management reported no remaining BCE position as of Q2 2025 after selling out during the quarter.
Evergreen Capital Management sold 10,706 BCE shares in Q2 2025, an estimated $254K.
Evergreen Capital Management first reported a position in BCE in Q4 2022 and held it in 7 quarters.
Evergreen Capital Management's BCE position peaked at $254K in Q1 2025.
391 funds tracked by Wall St. Rank held BCE as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.