Ironwood Investment Management’s Restaurant Brands International QSR Stock Holding History

Ironwood Investment 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
2020 Q1	–	Sell	-6,715	Closed	-$428K	–	167
2019 Q4	$428K	Buy	6,715 +135	+2%	+$9.04K	0.3%	110
2019 Q3	$468K	Sell	6,580 -6	-0.1%	-$442	0.35%	103
2019 Q2	$458K	Sell	6,586 -2,354	-26%	-$158K	0.36%	102
2019 Q1	$582K	Buy	8,940 +320	+4%	+$19.7K	0.47%	81
2018 Q4	$451K	Sell	8,620 -256	-3%	-$14.2K	0.42%	90
2018 Q3	$526K	Buy	8,876 +280	+3%	+$17K	0.37%	101
2018 Q2	$518K	Buy	8,596 +77	+0.9%	+$4.41K	0.37%	105
2018 Q1	$485K	Buy	8,519 +125	+1%	+$7.42K	0.35%	106
2017 Q4	$516K	Buy	8,394 +100	+1%	+$6.41K	0.37%	102
2017 Q3	$530K	Buy	8,294 +324	+4%	+$20K	0.37%	101
2017 Q2	$498K	Buy	7,970 +46	+0.6%	+$2.71K	0.36%	101
2017 Q1	$442K	Buy	7,924 +93	+1%	+$4.87K	0.33%	110
2016 Q4	$373K	Sell	7,831 -125	-2%	-$5.77K	0.27%	122
2016 Q3	$355K	Buy	+7,956	New	+$361K	0.27%	126

Other funds holding QSR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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

JFL

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ironwood Investment Management's QSR Position: Q1 2020 in Review

Ironwood Investment Management sold out of Restaurant Brands International (QSR) in Q1 2020, closing a stake of 6,715 shares — an estimated $428K sold.

Ironwood Investment Management first reported a position in QSR in Q3 2016 and held it in 14 quarters. The position peaked at $582K in Q1 2019. 330 funds tracked by Wall St. Rank hold QSR as of Q1 2020.

Ironwood Investment Management reported no remaining Restaurant Brands International position as of Q1 2020 after selling out during the quarter.
Ironwood Investment Management sold 6,715 Restaurant Brands International shares in Q1 2020, an estimated $428K.
Ironwood Investment Management first reported a position in Restaurant Brands International in Q3 2016 and held it in 14 quarters.
Ironwood Investment Management's Restaurant Brands International position peaked at $582K in Q1 2019.
330 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2020.

Based on Ironwood Investment Management's 13F filing for Q1 2020, filed 14 May 2020.