Leonard Rickey Investment Advisors’s Enbridge ENB Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio ENB Stock Details ENB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,700	Closed	-$256K	–	72
2023 Q1	$256K	Sell	6,700 -3,462	-34%	-$136K	0.1%	57
2022 Q4	$397K	Buy	10,162 +300	+3%	+$11.7K	0.17%	45
2022 Q3	$366K	Buy	9,862 +59	+0.6%	+$2.49K	0.17%	44
2022 Q2	$414K	Buy	9,803 +169	+2%	+$7.54K	0.18%	44
2022 Q1	$444K	Buy	9,634 +256	+3%	+$11K	0.17%	46
2021 Q4	$366K	Buy	9,378 +11	+0.1%	+$441	0.13%	51
2021 Q3	$373K	Buy	9,367 +250	+3%	+$9.86K	0.16%	50
2021 Q2	$353K	Sell	9,117 -95	-1%	-$3.68K	0.15%	50
2021 Q1	$335K	Buy	9,212 +924	+11%	+$32.5K	0.13%	49
2020 Q4	$265K	Buy	+8,288	New	+$252K	0.12%	53

Other funds holding ENB

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Leonard Rickey Investment Advisors's ENB Position: Q2 2023 in Review

Leonard Rickey Investment Advisors sold out of Enbridge (ENB) in Q2 2023, closing a stake of 6,700 shares — an estimated $256K sold.

Leonard Rickey Investment Advisors first reported a position in ENB in Q4 2020 and held it in 10 quarters. The position peaked at $444K in Q1 2022. 1,195 funds tracked by Wall St. Rank hold ENB as of Q2 2023.

Leonard Rickey Investment Advisors reported no remaining Enbridge position as of Q2 2023 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 6,700 Enbridge shares in Q2 2023, an estimated $256K.
Leonard Rickey Investment Advisors first reported a position in Enbridge in Q4 2020 and held it in 10 quarters.
Leonard Rickey Investment Advisors's Enbridge position peaked at $444K in Q1 2022.
1,195 funds tracked by Wall St. Rank held Enbridge as of Q2 2023.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.