Marathon Capital Management’s Scotiabank BNS Stock Holding History

Marathon Capital Management’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 Q1	–	Sell	-5,400	Closed	-$264K	–	169
2022 Q4	$264K	Sell	5,400 -800	-13%	-$39.4K	0.07%	125
2022 Q3	$295K	Sell	6,200 -475	-7%	-$27.1K	0.08%	120
2022 Q2	$395K	Buy	+6,675	New	+$433K	0.13%	99
2022 Q1	–	Sell	-7,125	Closed	-$511K	–	105
2021 Q4	$511K	Sell	7,125 -120	-2%	-$7.93K	0.12%	106
2021 Q3	$446K	Sell	7,245 -650	-8%	-$40.7K	0.1%	114
2021 Q2	$513K	Hold	7,895	–	–	0.12%	96
2021 Q1	$493K	Sell	7,895 -175	-2%	-$10.1K	0.13%	91
2020 Q4	$436K	Sell	8,070 -2,930	-27%	-$139K	0.13%	95
2020 Q3	$456K	Sell	11,000 -2,075	-16%	-$87.1K	0.17%	78
2020 Q2	$539K	Sell	13,075 -250	-2%	-$9.99K	0.21%	61
2020 Q1	$540K	Sell	13,325 -400	-3%	-$20.2K	0.25%	55
2019 Q4	$775K	Buy	+13,725	New	+$780K	0.26%	60

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Toronto Dominion Bank

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National Bank of Canada

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TD Asset Management

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1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Mackenzie Financial

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

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