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Montrusco Bolton Investments’s Ero Copper ERO Stock Holding History

Montrusco Bolton Investments’s Portfolio ERO Stock Details ERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-509,963
Closed -$14.4M – 76
2025
Q4 		$14.4M Sell
509,963
-255,933
-33% -$5.96M 0.18% 50
2025
Q3 		$15.5M Sell
765,896
-1,246
-0.2% -$19K 0.18% 50
2025
Q2 		$12.9M Sell
767,142
-14,790
-2% -$200K 0.14% 50
2025
Q1 		$9.47M Buy
781,932
+6,576
+0.8% +$87.7K 0.12% 49
2024
Q4 		$10.4M Buy
775,356
+28,999
+4% +$491K 0.13% 44
2024
Q3 		$16.6M Buy
746,357
+109,633
+17% +$2.24M 0.18% 39
2024
Q2 		$13.6M Sell
636,724
-34,290
-5% -$719K 0.14% 41
2024
Q1 		$13M Sell
671,014
-174,609
-21% -$2.88M 0.14% 47
2023
Q4 		$13.4M Buy
845,623
+203,613
+32% +$2.86M 0.17% 45
2023
Q3 		$11.1M Buy
642,010
+456,033
+245% +$9.32M 0.16% 45
2023
Q2 		$3.77M Buy
+185,977
New +$3.52M 0.06% 55

Other funds holding ERO

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

Montrusco Bolton Investments's ERO Position: Q1 2026 in Review

Montrusco Bolton Investments sold out of Ero Copper (ERO) in Q1 2026, closing a stake of 509,963 shares — an estimated $14.4M sold.

Montrusco Bolton Investments first reported a position in ERO in Q2 2023 and held it in 11 quarters. The position peaked at $16.6M in Q3 2024. 190 funds tracked by Wall St. Rank hold ERO as of Q1 2026.

  • Montrusco Bolton Investments reported no remaining Ero Copper position as of Q1 2026 after selling out during the quarter.
  • Montrusco Bolton Investments sold 509,963 Ero Copper shares in Q1 2026, an estimated $14.4M.
  • Montrusco Bolton Investments first reported a position in Ero Copper in Q2 2023 and held it in 11 quarters.
  • Montrusco Bolton Investments's Ero Copper position peaked at $16.6M in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Ero Copper as of Q1 2026.

Based on Montrusco Bolton Investments's 13F filing for Q1 2026, filed 28 Apr 2026.