Evermay Wealth Management’s Restaurant Brands International QSR Stock Holding History

Evermay Wealth Management’s Portfolio QSR Stock Details QSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-90	Closed	-$6.35K	–	622
2024 Q2	$6.35K	Hold	90	–	–	﹤0.01%	486
2024 Q1	$7.17K	Hold	90	–	–	﹤0.01%	489
2023 Q4	$7.05K	Hold	90	–	–	﹤0.01%	470
2023 Q3	$6.01K	Hold	90	–	–	﹤0.01%	461
2023 Q2	$6.98K	Buy	90 +25	+38%	+$1.8K	﹤0.01%	449
2023 Q1	$4.37K	Hold	65	–	–	﹤0.01%	460
2022 Q4	$4.2K	Hold	65	–	–	﹤0.01%	468
2022 Q3	$3K	Hold	65	–	–	﹤0.01%	466
2022 Q2	$3K	Hold	65	–	–	﹤0.01%	463
2022 Q1	$4K	Hold	65	–	–	﹤0.01%	466
2021 Q4	$4K	Hold	65	–	–	﹤0.01%	462
2021 Q3	$4K	Hold	65	–	–	﹤0.01%	424
2021 Q2	$4K	Buy	+65	New	+$4.38K	﹤0.01%	461

Other funds holding QSR

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Evermay Wealth Management's QSR Position: Q3 2024 in Review

Evermay Wealth Management sold out of Restaurant Brands International (QSR) in Q3 2024, closing a stake of 90 shares — an estimated $6.35K sold.

Evermay Wealth Management first reported a position in QSR in Q2 2021 and held it in 13 quarters. The position peaked at $7.17K in Q1 2024. 463 funds tracked by Wall St. Rank hold QSR as of Q3 2024.

Evermay Wealth Management reported no remaining Restaurant Brands International position as of Q3 2024 after selling out during the quarter.
Evermay Wealth Management sold 90 Restaurant Brands International shares in Q3 2024, an estimated $6.35K.
Evermay Wealth Management first reported a position in Restaurant Brands International in Q2 2021 and held it in 13 quarters.
Evermay Wealth Management's Restaurant Brands International position peaked at $7.17K in Q1 2024.
463 funds tracked by Wall St. Rank held Restaurant Brands International as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.