Sugarloaf Wealth Management’s Enbridge ENB Stock Holding History

Sugarloaf Wealth 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 Q4	$41.8K	Hold	984	–	–	0.01%	315
2024 Q3	$40K	Hold	984	–	–	0.01%	325
2024 Q2	$35K	Sell	984 -51	-5%	-$1.82K	0.01%	333
2024 Q1	$37.4K	Sell	1,035 -357	-26%	-$12.7K	0.01%	324
2023 Q4	$50.1K	Buy	1,392 +222	+19%	+$7.49K	0.01%	287
2023 Q3	$38.8K	Hold	1,170	–	–	0.01%	315
2023 Q2	$43.5K	Hold	1,170	–	–	0.01%	306
2023 Q1	$44.6K	Hold	1,170	–	–	0.01%	306
2022 Q4	$45.7K	Sell	1,170 -52	-4%	-$2.03K	0.01%	300
2022 Q3	$46K	Hold	1,222	–	–	0.01%	294
2022 Q2	$52K	Buy	+1,222	New	+$54.5K	0.01%	279
2020 Q3	–	Sell	-1,714	Closed	-$52K	–	686
2020 Q2	$52K	Sell	1,714 -13	-0.8%	-$399	0.02%	228
2020 Q1	$50K	Sell	1,727 -804	-32%	-$29.8K	0.02%	222
2019 Q4	$101K	Buy	+2,531	New	+$94.5K	0.04%	181

Other funds holding ENB

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's ENB Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Enbridge (ENB) position steady in Q4 2024 at 984 shares worth $41.8K. The position accounts for 0.01% of the portfolio, ranked #315.

Sugarloaf Wealth Management first reported a position in ENB in Q4 2019 and has held it in 14 quarters since. The position peaked at $101K in Q4 2019. 1,342 funds tracked by Wall St. Rank hold ENB as of Q4 2024.

Sugarloaf Wealth Management held 984 shares of Enbridge worth $41.8K as of Q4 2024.
Sugarloaf Wealth Management left its Enbridge share count unchanged in Q4 2024.
Enbridge made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #315 holding.
Sugarloaf Wealth Management first reported a position in Enbridge in Q4 2019 and has held it in 14 quarters since.
Sugarloaf Wealth Management's Enbridge position peaked at $101K in Q4 2019.
1,342 funds tracked by Wall St. Rank held Enbridge as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.