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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
2023
Q2 		– Sell
-144,214
Closed -$6.93M – 220
2023
Q1 		$6.93M Buy
144,214
+10
+0% +$452 0.2% 101
2022
Q4 		$6.33M Sell
144,204
-4,153
-3% -$187K 0.19% 108
2022
Q3 		$6.21M Sell
148,357
-1,680
-1% -$81.6K 0.2% 108
2022
Q2 		$7.38M Hold
150,037
– – 0.23% 99
2022
Q1 		$8.32M Hold
150,037
– – 0.22% 106
2021
Q4 		$7.75M Buy
150,037
+2,935
+2% +$150K 0.18% 109
2021
Q3 		$7.32M Buy
147,102
+7,155
+5% +$362K 0.19% 111
2021
Q2 		$6.9M Buy
139,947
+4,530
+3% +$219K 0.19% 111
2021
Q1 		$6.08M Buy
135,417
+23,500
+21% +$1.04M 0.19% 110
2020
Q4 		$4.78M Buy
111,917
+732
+0.7% +$31.3K 0.17% 109
2020
Q3 		$4.59M Buy
111,185
+1,185
+1% +$50.1K 0.19% 106
2020
Q2 		$4.57M Hold
110,000
– – 0.2% 109
2020
Q1 		$4.48M Hold
110,000
– – 0.24% 105
2019
Q4 		$4.98M Buy
110,000
+20,000
+22% +$958K 0.22% 117
2019
Q3 		$4.32M Hold
90,000
– – 0.2% 122
2019
Q2 		$3.99M Hold
90,000
– – 0.19% 128
2019
Q1 		$4.04M Hold
90,000
– – 0.2% 123
2018
Q4 		$3.68M Hold
90,000
– – 0.21% 123
2018
Q3 		$3.58M Hold
90,000
– – 0.18% 128
2018
Q2 		$3.7M Hold
90,000
– – 0.2% 129
2018
Q1 		$3.86M Hold
90,000
– – 0.21% 123
2017
Q4 		$4.23M Hold
90,000
– – 0.23% 121
2017
Q3 		$4.25M Hold
90,000
– – 0.24% 116
2017
Q2 		$3.89M Buy
90,000
+25,000
+38% +$1.13M 0.23% 122
2017
Q1 		$2.87M Hold
65,000
– – 0.18% 134
2016
Q4 		$2.82M Hold
65,000
– – 0.19% 130
2016
Q3 		$3.02M Hold
65,000
– – 0.19% 127
2016
Q2 		$3.04M Buy
+65,000
New +$3.01M 0.2% 135

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.