Rockbridge Investment Management’s Enbridge ENB Stock Holding History

Rockbridge Investment Management’s Portfolio ENB Stock Details ENB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-50	Closed	-$1.8K	–	275
2023 Q4	$1.8K	Buy	+50	New	+$1.69K	﹤0.01%	562
2022 Q3	–	Sell	-335	Closed	-$14.2K	–	260
2022 Q2	$14.2K	Hold	335	–	–	﹤0.01%	333
2022 Q1	$15.5K	Sell	335 -118	-26%	-$5.05K	﹤0.01%	441
2021 Q4	$18K	Hold	453	–	–	﹤0.01%	492
2021 Q3	$18K	Buy	453 +50	+12%	+$1.97K	﹤0.01%	458
2021 Q2	$16K	Hold	403	–	–	﹤0.01%	462
2021 Q1	$15K	Hold	403	–	–	﹤0.01%	454
2020 Q4	$13K	Sell	403 -169	-30%	-$5.14K	﹤0.01%	473
2020 Q3	$17K	Sell	572 -443	-44%	-$13.9K	﹤0.01%	407
2020 Q2	$31K	Buy	+1,015	New	+$31.2K	0.01%	284

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Rockbridge Investment Management's ENB Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Enbridge (ENB) in Q1 2024, closing a stake of 50 shares — an estimated $1.8K sold.

Rockbridge Investment Management first reported a position in ENB in Q2 2020 and held it in 10 quarters. The position peaked at $31K in Q2 2020. 1,223 funds tracked by Wall St. Rank hold ENB as of Q1 2024.

Rockbridge Investment Management reported no remaining Enbridge position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 50 Enbridge shares in Q1 2024, an estimated $1.8K.
Rockbridge Investment Management first reported a position in Enbridge in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Enbridge position peaked at $31K in Q2 2020.
1,223 funds tracked by Wall St. Rank held Enbridge as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.