Marks Group Wealth Management’s Restaurant Brands International QSR Stock Holding History

Marks Group Wealth 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
2021 Q1	–	Sell	-3,631	Closed	-$222K	–	265
2020 Q4	$222K	Sell	3,631 -89	-2%	-$5.2K	0.03%	234
2020 Q3	$214K	Sell	3,720 -278	-7%	-$15.5K	0.04%	224
2020 Q2	$218K	Buy	+3,998	New	+$202K	0.04%	219
2020 Q1	–	Sell	-4,694	Closed	-$299K	–	241
2019 Q4	$299K	Buy	+4,694	New	+$314K	0.06%	201

Other funds holding QSR

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

JFL

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

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

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Marks Group Wealth Management's QSR Position: Q1 2021 in Review

Marks Group Wealth Management sold out of Restaurant Brands International (QSR) in Q1 2021, closing a stake of 3,631 shares — an estimated $222K sold.

Marks Group Wealth Management first reported a position in QSR in Q4 2019 and held it in 4 quarters. The position peaked at $299K in Q4 2019. 361 funds tracked by Wall St. Rank hold QSR as of Q1 2021.

Marks Group Wealth Management reported no remaining Restaurant Brands International position as of Q1 2021 after selling out during the quarter.
Marks Group Wealth Management sold 3,631 Restaurant Brands International shares in Q1 2021, an estimated $222K.
Marks Group Wealth Management first reported a position in Restaurant Brands International in Q4 2019 and held it in 4 quarters.
Marks Group Wealth Management's Restaurant Brands International position peaked at $299K in Q4 2019.
361 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2021.

Based on Marks Group Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.