Gradient Investments’s Restaurant Brands International QSR Stock Holding History

Gradient Investments’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 Q1	–	Sell	-41	Closed	-$3.2K	–	1696
2023 Q4	$3.2K	Hold	41	–	–	﹤0.01%	1099
2023 Q3	$2.73K	Hold	41	–	–	﹤0.01%	1094
2023 Q2	$3.18K	Hold	41	–	–	﹤0.01%	1053
2023 Q1	$2.75K	Hold	41	–	–	﹤0.01%	1062
2022 Q4	$2.65K	Sell	41 -7	-15%	-$430	﹤0.01%	1044
2022 Q3	$3K	Hold	48	–	–	﹤0.01%	1080
2022 Q2	$2K	Buy	48 +41	+586%	+$2.19K	﹤0.01%	1065
2022 Q1	$0	Sell	7 -8,565	-100%	-$487K	﹤0.01%	1312
2021 Q4	$520K	Buy	8,572 +147	+2%	+$8.66K	0.01%	209
2021 Q3	$515K	Sell	8,425 -292	-3%	-$18.7K	0.01%	214
2021 Q2	$562K	Sell	8,717 -248	-3%	-$16.7K	0.02%	210
2021 Q1	$583K	Sell	8,965 -1,695	-16%	-$105K	0.02%	199
2020 Q4	$613K	Sell	10,660 -1,083	-9%	-$63.2K	0.03%	178
2020 Q3	$675K	Sell	11,743 -3,544	-23%	-$198K	0.03%	175
2020 Q2	$835K	Sell	15,287 -8,014	-34%	-$404K	0.04%	164
2020 Q1	$933K	Sell	23,301 -204	-0.9%	-$11.5K	0.05%	180
2019 Q4	$1.5M	Buy	+23,505	New	+$1.57M	0.07%	162
2017 Q1	–	Sell	-33	Closed	-$2K	–	822
2016 Q4	$2K	Buy	+33	New	+$1.52K	﹤0.01%	635

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Gradient Investments's QSR Position: Q1 2024 in Review

Gradient Investments sold out of Restaurant Brands International (QSR) in Q1 2024, closing a stake of 41 shares — an estimated $3.2K sold.

Gradient Investments first reported a position in QSR in Q4 2016 and held it in 18 quarters. The position peaked at $1.5M in Q4 2019. 463 funds tracked by Wall St. Rank hold QSR as of Q1 2024.

Gradient Investments reported no remaining Restaurant Brands International position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 41 Restaurant Brands International shares in Q1 2024, an estimated $3.2K.
Gradient Investments first reported a position in Restaurant Brands International in Q4 2016 and held it in 18 quarters.
Gradient Investments's Restaurant Brands International position peaked at $1.5M in Q4 2019.
463 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.