Welch & Forbes’s Nutrien NTR Stock Holding History

Welch & Forbes’s Portfolio NTR Stock Details NTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,800	Closed	-$471K	–	386
2024 Q3	$471K	Sell	9,800 -1,200	-11%	-$57.8K	0.01%	295
2024 Q2	$546K	Hold	11,000	–	–	0.01%	273
2024 Q1	$597K	Sell	11,000 -1,200	-10%	-$62.6K	0.01%	270
2023 Q4	$687K	Sell	12,200 -82	-0.7%	-$4.63K	0.01%	255
2023 Q3	$759K	Sell	12,282 -1,850	-13%	-$117K	0.01%	241
2023 Q2	$834K	Buy	14,132 +126	+0.9%	+$8.02K	0.01%	242
2023 Q1	$1.03M	Buy	14,006 +6	+0%	+$463	0.02%	228
2022 Q4	$1.02M	Hold	14,000	–	–	0.02%	228
2022 Q3	$1.17M	Hold	14,000	–	–	0.02%	202
2022 Q2	$1.12M	Buy	14,000 +8,000	+133%	+$777K	0.02%	213
2022 Q1	$624K	Buy	+6,000	New	+$497K	0.01%	272

Other funds holding NTR

BNP Paribas Paris, France $3.15B AUM 22.54% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Mackenzie Financial

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