Opus Investment Management’s Restaurant Brands International QSR Stock Holding History

Opus Investment 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
2022 Q4	–	Sell	-9,200	Closed	-$489K	–	87
2022 Q3	$489K	Hold	9,200	–	–	0.11%	85
2022 Q2	$461K	Hold	9,200	–	–	0.1%	89
2022 Q1	$537K	Sell	9,200 -4,600	-33%	-$262K	0.08%	93
2021 Q4	$837K	Hold	13,800	–	–	0.12%	86
2021 Q3	$844K	Hold	13,800	–	–	0.13%	85
2021 Q2	$889K	Sell	13,800 -41,284	-75%	-$2.78M	0.13%	87
2021 Q1	$3.58M	Hold	55,084	–	–	0.52%	60
2020 Q4	$3.37M	Hold	55,084	–	–	0.53%	54
2020 Q3	$3.17M	Hold	55,084	–	–	0.6%	46
2020 Q2	$3.01M	Hold	55,084	–	–	0.61%	45
2020 Q1	$2.21M	Buy	55,084 +9,200	+20%	+$521K	0.46%	58
2019 Q4	$2.93M	Buy	+45,884	New	+$3.07M	0.48%	67

Other funds holding QSR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

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

BGC

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

JFL

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Opus Investment Management's QSR Position: Q4 2022 in Review

Opus Investment Management sold out of Restaurant Brands International (QSR) in Q4 2022, closing a stake of 9,200 shares — an estimated $489K sold.

Opus Investment Management first reported a position in QSR in Q4 2019 and held it in 12 quarters. The position peaked at $3.58M in Q1 2021. 428 funds tracked by Wall St. Rank hold QSR as of Q4 2022.

Opus Investment Management reported no remaining Restaurant Brands International position as of Q4 2022 after selling out during the quarter.
Opus Investment Management sold 9,200 Restaurant Brands International shares in Q4 2022, an estimated $489K.
Opus Investment Management first reported a position in Restaurant Brands International in Q4 2019 and held it in 12 quarters.
Opus Investment Management's Restaurant Brands International position peaked at $3.58M in Q1 2021.
428 funds tracked by Wall St. Rank held Restaurant Brands International as of Q4 2022.

Based on Opus Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.