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Montrusco Bolton Investments’s BCE BCE Stock Holding History

Montrusco Bolton Investments’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
2023
Q4 		– Sell
-862,970
Closed -$33.1M – 63
2023
Q3 		$33.1M Sell
862,970
-896,741
-51% -$37.7M 0.48% 39
2023
Q2 		$80.3M Sell
1,759,711
-46,485
-3% -$2.16M 1.24% 27
2023
Q1 		$80.8M Sell
1,806,196
-21,068
-1% -$952K 1.67% 28
2022
Q4 		$80.2M Sell
1,827,264
-43,022
-2% -$1.94M 1.86% 23
2022
Q3 		$78.8M Sell
1,870,286
-77,901
-4% -$3.79M 2.08% 23
2022
Q2 		$95.6M Buy
1,948,187
+736,112
+61% +$39.5M 2.54% 16
2022
Q1 		$67.2M Buy
1,212,075
+193,089
+19% +$10.2M 1.55% 30
2021
Q4 		$53.1M Buy
1,018,986
+167,335
+20% +$8.55M 1.25% 33
2021
Q3 		$42.7M Buy
851,651
+72,301
+9% +$3.66M 1.16% 32
2021
Q2 		$38.5M Sell
779,350
-7,321
-0.9% -$355K 1.16% 32
2021
Q1 		$35.5M Sell
786,671
-134,800
-15% -$5.95M 1.16% 33
2020
Q4 		$39.4M Sell
921,471
-962,513
-51% -$41.2M 1.73% 29
2020
Q3 		$77.9M Buy
1,883,984
+37,053
+2% +$1.57M 3.92% 3
2020
Q2 		$77.4M Sell
1,846,931
-422,431
-19% -$17.4M 4.43% 2
2020
Q1 		$92M Buy
2,269,362
+593,279
+35% +$26.6M 7.25% 1
2019
Q4 		$77.8M Sell
1,676,083
-14,279
-0.8% -$684K 4.47% 6
2019
Q3 		$80.4M Buy
1,690,362
+396,594
+31% +$18.6M 4.74% 5
2019
Q2 		$59M Buy
+1,293,768
New +$58.4M 3.83% 7
2017
Q3 		– Sell
-881
Closed -$40K – 72
2017
Q2 		$40K Buy
+881
New +$39.7K ﹤0.01% 86
2015
Q3 		– Sell
-47,420
Closed -$2.02M – 74
2015
Q2 		$2.02M Sell
47,420
-1,161
-2% -$51K 0.15% 67
2015
Q1 		$2.06M Hold
48,581
– – 0.15% 64
2014
Q4 		$2.23M Buy
48,581
+3,070
+7% +$138K 0.16% 60
2014
Q3 		$1.95M Buy
45,511
+6,210
+16% +$277K 0.13% 59
2014
Q2 		$1.79M Buy
+39,301
New +$1.77M 0.11% 61

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Montrusco Bolton Investments's BCE Position: Q4 2023 in Review

Montrusco Bolton Investments sold out of BCE (BCE) in Q4 2023, closing a stake of 862,970 shares — an estimated $33.1M sold.

Montrusco Bolton Investments first reported a position in BCE in Q2 2014 and held it in 24 quarters. The position peaked at $95.6M in Q2 2022. 537 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

  • Montrusco Bolton Investments reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
  • Montrusco Bolton Investments sold 862,970 BCE shares in Q4 2023, an estimated $33.1M.
  • Montrusco Bolton Investments first reported a position in BCE in Q2 2014 and held it in 24 quarters.
  • Montrusco Bolton Investments's BCE position peaked at $95.6M in Q2 2022.
  • 537 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on Montrusco Bolton Investments's 13F filing for Q4 2023, filed 8 Feb 2024.