Summit Global Investments’s Scotiabank BNS Stock Holding History

Summit Global Investments’s Portfolio BNS Stock Details BNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-19,964	Closed	-$913K	–	511
2024 Q2	$913K	Buy	+19,964	New	+$946K	0.06%	258
2023 Q1	–	Sell	-32,726	Closed	-$1.6M	–	511
2022 Q4	$1.6M	Buy	32,726 +9,435	+41%	+$465K	0.14%	155
2022 Q3	$1.11M	Sell	23,291 -12,458	-35%	-$712K	0.1%	192
2022 Q2	$2.12M	Buy	35,749 +25,046	+234%	+$1.63M	0.19%	125
2022 Q1	$768K	Sell	10,703 -42	-0.4%	-$3.05K	0.06%	269
2021 Q4	$770K	Buy	10,745 +100	+0.9%	+$6.61K	0.05%	274
2021 Q3	$655K	Buy	+10,645	New	+$666K	0.05%	265

Other funds holding BNS

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

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

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Summit Global Investments's BNS Position: Q3 2024 in Review

Summit Global Investments sold out of Scotiabank (BNS) in Q3 2024, closing a stake of 19,964 shares — an estimated $913K sold.

Summit Global Investments first reported a position in BNS in Q3 2021 and held it in 7 quarters. The position peaked at $2.12M in Q2 2022. 410 funds tracked by Wall St. Rank hold BNS as of Q3 2024.

Summit Global Investments reported no remaining Scotiabank position as of Q3 2024 after selling out during the quarter.
Summit Global Investments sold 19,964 Scotiabank shares in Q3 2024, an estimated $913K.
Summit Global Investments first reported a position in Scotiabank in Q3 2021 and held it in 7 quarters.
Summit Global Investments's Scotiabank position peaked at $2.12M in Q2 2022.
410 funds tracked by Wall St. Rank held Scotiabank as of Q3 2024.

Based on Summit Global Investments's 13F filing for Q3 2024, filed 31 Oct 2024.