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Evergreen Wealth Management’s Enbridge ENB Stock Holding History

Evergreen Wealth Management’s Portfolio ENB Stock Details ENB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22,513
Closed -$801K – 56
2024
Q2 		$801K Hold
22,513
– – 0.53% 49
2024
Q1 		$815K Hold
22,513
– – 0.55% 50
2023
Q4 		$811K Buy
22,513
+419
+2% +$14.1K 0.6% 48
2023
Q3 		$733K Buy
22,094
+252
+1% +$8.94K 0.58% 50
2023
Q2 		$811K Sell
21,842
-18,537
-46% -$707K 0.64% 44
2023
Q1 		$1.54M Buy
40,379
+234
+0.6% +$9.18K 1.37% 30
2022
Q4 		$1.57M Buy
+40,145
New +$1.57M 1.44% 26

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Evergreen Wealth Management's ENB Position: Q3 2024 in Review

Evergreen Wealth Management sold out of Enbridge (ENB) in Q3 2024, closing a stake of 22,513 shares — an estimated $801K sold.

Evergreen Wealth Management first reported a position in ENB in Q4 2022 and held it in 7 quarters. The position peaked at $1.57M in Q4 2022. 1,271 funds tracked by Wall St. Rank hold ENB as of Q3 2024.

  • Evergreen Wealth Management reported no remaining Enbridge position as of Q3 2024 after selling out during the quarter.
  • Evergreen Wealth Management sold 22,513 Enbridge shares in Q3 2024, an estimated $801K.
  • Evergreen Wealth Management first reported a position in Enbridge in Q4 2022 and held it in 7 quarters.
  • Evergreen Wealth Management's Enbridge position peaked at $1.57M in Q4 2022.
  • 1,271 funds tracked by Wall St. Rank held Enbridge as of Q3 2024.

Based on Evergreen Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.