Perpetual Ltd’s Royal Bank of Canada RY Stock Holding History

Perpetual Ltd’s Portfolio RY Stock Details RY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,064	Closed	-$866K	–	495
2023 Q2	$866K	Hold	9,064	–	–	0.01%	333
2023 Q1	$872K	Buy	+9,064	New	+$898K	0.01%	345
2014 Q3	–	Sell	-17,078	Closed	-$1.3M	–	219
2014 Q2	$1.3M	Buy	+17,078	New	+$1.16M	0.11%	126

Other funds holding RY

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Perpetual Ltd's RY Position: Q3 2023 in Review

Perpetual Ltd sold out of Royal Bank of Canada (RY) in Q3 2023, closing a stake of 9,064 shares — an estimated $866K sold.

Perpetual Ltd first reported a position in RY in Q2 2014 and held it in 3 quarters. The position peaked at $1.3M in Q2 2014. 641 funds tracked by Wall St. Rank hold RY as of Q3 2023.

Perpetual Ltd reported no remaining Royal Bank of Canada position as of Q3 2023 after selling out during the quarter.
Perpetual Ltd sold 9,064 Royal Bank of Canada shares in Q3 2023, an estimated $866K.
Perpetual Ltd first reported a position in Royal Bank of Canada in Q2 2014 and held it in 3 quarters.
Perpetual Ltd's Royal Bank of Canada position peaked at $1.3M in Q2 2014.
641 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2023.

Based on Perpetual Ltd's 13F filing for Q3 2023, filed 10 Oct 2023.