Montag & Associates’s GFL Environmental GFL Stock Holding History

Montag & Associates’s Portfolio GFL Stock Details GFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.6K	Hold	325	–	–	﹤0.01%	714
2025 Q4	$14K	Hold	325	–	–	﹤0.01%	732
2025 Q3	$15.4K	Hold	325	–	–	﹤0.01%	715
2025 Q2	$16.4K	Hold	325	–	–	﹤0.01%	696
2025 Q1	$15.7K	Hold	325	–	–	﹤0.01%	738
2024 Q4	$14.5K	Hold	325	–	–	﹤0.01%	742
2024 Q3	$13K	Hold	325	–	–	﹤0.01%	775
2024 Q2	$12.7K	Hold	325	–	–	﹤0.01%	750
2024 Q1	$11.2K	Hold	325	–	–	﹤0.01%	755
2023 Q4	$11.2K	Hold	325	–	–	﹤0.01%	763
2023 Q3	$10.3K	Hold	325	–	–	﹤0.01%	737
2023 Q2	$12.6K	Hold	325	–	–	﹤0.01%	724
2023 Q1	$11.2K	Sell	325 -5,405	-94%	-$171K	﹤0.01%	731
2022 Q4	$167K	Sell	5,730 -43,938	-88%	-$1.19M	0.01%	394
2022 Q3	$1.26M	Sell	49,668 -5,500	-10%	-$152K	0.09%	181
2022 Q2	$1.42M	Sell	55,168 -26,517	-32%	-$786K	0.09%	178
2022 Q1	$2.66M	Sell	81,685 -4,127	-5%	-$129K	0.14%	149
2021 Q4	$3.25M	Sell	85,812 -39,200	-31%	-$1.53M	0.16%	131
2021 Q3	$4.64M	Sell	125,012 -9,701	-7%	-$335K	0.25%	106
2021 Q2	$4.3M	Sell	134,713 -2,200	-2%	-$72K	0.23%	110
2021 Q1	$4.79M	Buy	+136,913	New	+$4.23M	0.27%	107

Other funds holding GFL

BC Partners New York $5.96B AUM 15.21% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return