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Willner & Heller’s Enbridge ENB Stock Holding History

Willner & Heller’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
2022
Q4 		$245K Buy
6,268
+33
+0.5% +$1.29K 0.35% 112
2022
Q3 		$231K Buy
6,235
+53
+0.9% +$2.23K 0.37% 104
2022
Q2 		$261K Buy
6,182
+331
+6% +$14.8K 0.41% 97
2022
Q1 		$229K Buy
5,851
+78
+1% +$3.34K 0.28% 125
2021
Q4 		$230K Buy
+5,773
New +$231K 0.31% 124

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Willner & Heller's ENB Position: Q4 2022 in Review

Willner & Heller increased its Enbridge (ENB) stake by 0.53% in Q4 2022, buying an estimated $1.29K and bringing the position to 6,268 shares worth $245K. The position accounts for 0.35% of the portfolio, ranked #112.

Willner & Heller first reported a position in ENB in Q4 2021 and has held it in 5 quarters since. The position peaked at $261K in Q2 2022. 1,214 funds tracked by Wall St. Rank hold ENB as of Q4 2022.

  • Willner & Heller held 6,268 shares of Enbridge worth $245K as of Q4 2022.
  • Willner & Heller bought 33 Enbridge shares in Q4 2022, an estimated $1.29K.
  • Enbridge made up 0.35% of Willner & Heller's portfolio in Q4 2022, its #112 holding.
  • Willner & Heller first reported a position in Enbridge in Q4 2021 and has held it in 5 quarters since.
  • Willner & Heller's Enbridge position peaked at $261K in Q2 2022.
  • 1,214 funds tracked by Wall St. Rank held Enbridge as of Q4 2022.

Based on Willner & Heller's 13F filing for Q4 2022, filed 14 Feb 2023.