Truepoint Inc’s Enbridge ENB Stock Holding History

Truepoint Inc’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	–	Sell	-7,089	Closed	-$235K	–	249
2023 Q3	$235K	Buy	+7,089	New	+$252K	0.01%	179

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Truepoint Inc's ENB Position: Q4 2023 in Review

Truepoint Inc sold out of Enbridge (ENB) in Q4 2023, closing a stake of 7,089 shares — an estimated $235K sold.

Truepoint Inc first reported a position in ENB in Q3 2023 and held it in 1 quarter. The position peaked at $235K in Q3 2023. 1,197 funds tracked by Wall St. Rank hold ENB as of Q4 2023.

Truepoint Inc reported no remaining Enbridge position as of Q4 2023 after selling out during the quarter.
Truepoint Inc sold 7,089 Enbridge shares in Q4 2023, an estimated $235K.
Truepoint Inc first reported a position in Enbridge in Q3 2023 and held it in 1 quarter.
Truepoint Inc's Enbridge position peaked at $235K in Q3 2023.
1,197 funds tracked by Wall St. Rank held Enbridge as of Q4 2023.

Based on Truepoint Inc's 13F filing for Q4 2023, filed 12 Feb 2024.