Greenleaf Trust’s BCE BCE Stock Holding History

Greenleaf Trust’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
2024 Q4	–	Sell	-9,717	Closed	-$338K	–	810
2024 Q3	$338K	Buy	+9,717	New	+$332K	﹤0.01%	625
2023 Q3	–	Sell	-5,342	Closed	-$244K	–	747
2023 Q2	$244K	Hold	5,342	–	–	﹤0.01%	662
2023 Q1	$239K	Hold	5,342	–	–	﹤0.01%	676
2022 Q4	$235K	Sell	5,342 -993	-16%	-$44.7K	﹤0.01%	663
2022 Q3	$266K	Buy	6,335 +61	+1%	+$2.96K	﹤0.01%	577
2022 Q2	$309K	Buy	6,274 +442	+8%	+$23.7K	﹤0.01%	541
2022 Q1	$323K	Hold	5,832	–	–	﹤0.01%	568
2021 Q4	$303K	Sell	5,832 -16,127	-73%	-$824K	﹤0.01%	595
2021 Q3	$1.1M	Buy	21,959 +233	+1%	+$11.8K	0.01%	214
2021 Q2	$1.07M	Buy	21,726 +15,154	+231%	+$734K	0.01%	219
2021 Q1	$297K	Buy	6,572 +1,397	+27%	+$61.6K	﹤0.01%	551
2020 Q4	$221K	Sell	5,175 -44	-0.8%	-$1.88K	﹤0.01%	569
2020 Q3	$216K	Buy	+5,219	New	+$221K	﹤0.01%	501
2018 Q2	–	Sell	-4,741	Closed	-$204K	–	519
2018 Q1	$204K	Hold	4,741	–	–	﹤0.01%	426
2017 Q4	$228K	Hold	4,741	–	–	﹤0.01%	408
2017 Q3	$222K	Buy	+4,741	New	+$222K	﹤0.01%	377

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

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

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

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

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Greenleaf Trust's BCE Position: Q4 2024 in Review

Greenleaf Trust sold out of BCE (BCE) in Q4 2024, closing a stake of 9,717 shares — an estimated $338K sold.

Greenleaf Trust first reported a position in BCE in Q3 2017 and held it in 16 quarters. The position peaked at $1.1M in Q3 2021. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

Greenleaf Trust reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
Greenleaf Trust sold 9,717 BCE shares in Q4 2024, an estimated $338K.
Greenleaf Trust first reported a position in BCE in Q3 2017 and held it in 16 quarters.
Greenleaf Trust's BCE position peaked at $1.1M in Q3 2021.
430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Greenleaf Trust's 13F filing for Q4 2024, filed 24 Jan 2025.