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Simplicity Solutions’s Enbridge ENB Stock Holding History

Simplicity Solutions’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
2023
Q4 		$595K Buy
16,512
+892
+6% +$30.1K 0.02% 609
2023
Q3 		$520K Sell
15,620
-1,464
-9% -$52K 0.02% 592
2023
Q2 		$635K Sell
17,084
-15,516
-48% -$591K 0.02% 591
2023
Q1 		$1.24M Buy
32,600
+24,467
+301% +$960K 0.03% 419
2022
Q4 		$318K Sell
8,133
-5,725
-41% -$224K 0.04% 465
2022
Q3 		$515K Buy
13,858
+8,663
+167% +$365K 0.07% 300
2022
Q2 		$220K Buy
+5,195
New +$232K 0.03% 553
2021
Q1 		– Sell
-23,229
Closed -$743K – 610
2020
Q4 		$743K Sell
23,229
-6,611
-22% -$201K 0.01% 614
2020
Q3 		$871K Sell
29,840
-2,150
-7% -$67.7K 0.02% 516
2020
Q2 		$973K Sell
31,990
-20,135
-39% -$619K 0.02% 477
2020
Q1 		$1.52M Buy
52,125
+24,910
+92% +$923K 0.05% 262
2019
Q4 		$1.08M Buy
27,215
+6,508
+31% +$243K 0.03% 373
2019
Q3 		$726K Sell
20,707
-3,692
-15% -$128K 0.03% 357
2019
Q2 		$880K Sell
24,399
-31,673
-56% -$1.15M 0.04% 281
2019
Q1 		$2.03M Buy
56,072
+13,467
+32% +$485K 0.12% 158
2018
Q4 		$1.32M Buy
42,605
+34,753
+443% +$1.12M 0.17% 139
2018
Q3 		$254K Sell
7,852
-3,889
-33% -$136K 0.01% 444
2018
Q2 		$419K Buy
+11,741
New +$372K 0.03% 283
2018
Q1 		– Sell
-5,244
Closed -$205K – 381
2017
Q4 		$205K Buy
+5,244
New +$202K 0.02% 347
2017
Q3 		– Sell
-13,115
Closed -$522K – 254
2017
Q2 		$522K Buy
13,115
+766
+6% +$30.8K 0.06% 235
2017
Q1 		$517K Buy
+12,349
New +$522K 0.08% 224

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Simplicity Solutions's ENB Position: Q4 2023 in Review

Simplicity Solutions increased its Enbridge (ENB) stake by 5.7% in Q4 2023, buying an estimated $30.1K and bringing the position to 16,512 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #609.

Simplicity Solutions first reported a position in ENB in Q1 2017 and has held it in 21 quarters since. The position peaked at $2.03M in Q1 2019. 1,199 funds tracked by Wall St. Rank hold ENB as of Q4 2023.

  • Simplicity Solutions held 16,512 shares of Enbridge worth $595K as of Q4 2023.
  • Simplicity Solutions bought 892 Enbridge shares in Q4 2023, an estimated $30.1K.
  • Enbridge made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #609 holding.
  • Simplicity Solutions first reported a position in Enbridge in Q1 2017 and has held it in 21 quarters since.
  • Simplicity Solutions's Enbridge position peaked at $2.03M in Q1 2019.
  • 1,199 funds tracked by Wall St. Rank held Enbridge as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.