L.M. Kohn & Company’s BCE BCE Stock Holding History

L.M. Kohn & Company’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
2025 Q1	–	Sell	-9,099	Closed	-$211K	–	277
2024 Q4	$211K	Sell	9,099 -3,775	-29%	-$108K	0.05%	242
2024 Q3	$448K	Sell	12,874 -600	-4%	-$20.5K	0.11%	161
2024 Q2	$436K	Hold	13,474	–	–	0.12%	149
2024 Q1	$458K	Sell	13,474 -5	-0%	-$190	0.13%	149
2023 Q4	$531K	Sell	13,479 -150	-1%	-$5.81K	0.17%	124
2023 Q3	$520K	Buy	13,629 +300	+2%	+$12.6K	0.19%	116
2023 Q2	$608K	Sell	13,329 -200	-1%	-$9.31K	0.23%	103
2023 Q1	$606K	Sell	13,529 -270	-2%	-$12.2K	0.25%	93
2022 Q4	$606K	Hold	13,799	–	–	0.28%	90
2022 Q3	$579K	Hold	13,799	–	–	0.28%	85
2022 Q2	$679K	Buy	13,799 +2,025	+17%	+$109K	0.32%	75
2022 Q1	$653K	Buy	+11,774	New	+$624K	0.25%	99

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

L.M. Kohn & Company's BCE Position: Q1 2025 in Review

L.M. Kohn & Company sold out of BCE (BCE) in Q1 2025, closing a stake of 9,099 shares — an estimated $211K sold.

L.M. Kohn & Company first reported a position in BCE in Q1 2022 and held it in 12 quarters. The position peaked at $679K in Q2 2022. 401 funds tracked by Wall St. Rank hold BCE as of Q1 2025.

L.M. Kohn & Company reported no remaining BCE position as of Q1 2025 after selling out during the quarter.
L.M. Kohn & Company sold 9,099 BCE shares in Q1 2025, an estimated $211K.
L.M. Kohn & Company first reported a position in BCE in Q1 2022 and held it in 12 quarters.
L.M. Kohn & Company's BCE position peaked at $679K in Q2 2022.
401 funds tracked by Wall St. Rank held BCE as of Q1 2025.

Based on L.M. Kohn & Company's 13F filing for Q1 2025, filed 21 Apr 2025.