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Trillium Asset Management’s BCE BCE Stock Holding History

Trillium Asset Management’s Portfolio BCE Stock Details BCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-142,974
Closed -$4.86M – 237
2024
Q1 		$4.86M Buy
142,974
+670
+0.5% +$25.5K 0.12% 136
2023
Q4 		$5.61M Sell
142,304
-1,715
-1% -$66.4K 0.15% 125
2023
Q3 		$5.5M Sell
144,019
-2,869
-2% -$121K 0.17% 118
2023
Q2 		$6.7M Buy
+146,888
New +$6.84M 0.19% 112

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Trillium Asset Management's BCE Position: Q2 2024 in Review

Trillium Asset Management sold out of BCE (BCE) in Q2 2024, closing a stake of 142,974 shares — an estimated $4.86M sold.

Trillium Asset Management first reported a position in BCE in Q2 2023 and held it in 4 quarters. The position peaked at $6.7M in Q2 2023. 501 funds tracked by Wall St. Rank hold BCE as of Q2 2024.

  • Trillium Asset Management reported no remaining BCE position as of Q2 2024 after selling out during the quarter.
  • Trillium Asset Management sold 142,974 BCE shares in Q2 2024, an estimated $4.86M.
  • Trillium Asset Management first reported a position in BCE in Q2 2023 and held it in 4 quarters.
  • Trillium Asset Management's BCE position peaked at $6.7M in Q2 2023.
  • 501 funds tracked by Wall St. Rank held BCE as of Q2 2024.

Based on Trillium Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.