Joel Greenblatt’s Scotiabank BNS Stock Holding History

Joel Greenblatt’s Portfolio BNS Stock Details BNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,772	Closed	-$240K	–	1312
2023 Q1	$240K	Buy	+4,772	New	+$245K	0.01%	1203
2022 Q2	–	Sell	-3,202	Closed	-$230K	–	1127
2022 Q1	$230K	Sell	3,202 -740	-19%	-$53.7K	0.01%	1033
2021 Q4	$283K	Buy	3,942 +64	+2%	+$4.23K	0.01%	964
2021 Q3	$239K	Buy	3,878 +21	+0.5%	+$1.31K	0.01%	912
2021 Q2	$251K	Buy	+3,857	New	+$249K	0.01%	895
2018 Q2	–	Sell	-3,709	Closed	-$229K	–	887
2018 Q1	$229K	Sell	3,709 -54	-1%	-$3.42K	﹤0.01%	867
2017 Q4	$243K	Buy	+3,763	New	+$244K	﹤0.01%	850

Other funds holding BNS

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Joel Greenblatt's BNS Position: Q2 2023 in Review

Joel Greenblatt sold out of Scotiabank (BNS) in Q2 2023, closing a stake of 4,772 shares — an estimated $240K sold.

Joel Greenblatt first reported a position in BNS in Q4 2017 and held it in 7 quarters. The position peaked at $283K in Q4 2021. 386 funds tracked by Wall St. Rank hold BNS as of Q2 2023.

Joel Greenblatt reported no remaining Scotiabank position as of Q2 2023 after selling out during the quarter.
Joel Greenblatt sold 4,772 Scotiabank shares in Q2 2023, an estimated $240K.
Joel Greenblatt first reported a position in Scotiabank in Q4 2017 and held it in 7 quarters.
Joel Greenblatt's Scotiabank position peaked at $283K in Q4 2021.
386 funds tracked by Wall St. Rank held Scotiabank as of Q2 2023.

Based on Gotham Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.