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CIK: 0001058231
Total reported value
$1.0B
$1.0B
73 檔
26.6%
During the Q1 2024 filing period, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd (CIK: 0001058231) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 73 reported positions.
During Q1 2024, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TD | Toronto-dominion Bank | Stock-Financials | 7.74% | +1.95% | -1.83% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 7.54% | +2.09% | -2.97% | |
| 3 | TRP | Tc Energy CORP | Stock-Energy | 6.05% | +0.39% | -1.52% | |
| 4 | BN | Brookfield CORP | Stock-Financials | 5.58% | -0.40% | +10.32% | |
| 5 | BNS | Bank Of Nova Scotia | Stock-Financials | 5.27% | +1.22% | -3.56% | |
| 6 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 5.04% | +0.52% | -3.31% | |
| 7 | BCE | Bce Inc | Stock-Comm Services | 4.74% | -0.69% | +6.35% | |
| 8 | MFC | Manulife Financial CORP | Stock-Financials | 4.40% | +0.14% | -7.76% | |
| 9 | CNI | Canadian Natl Railway Co | Stock-Industrials | 4.33% | +0.88% | -2.84% | |
| 10 | MGA | Magna International Inc | Stock-Consumer Disc | 3.73% | +0.07% | -2.02% | |
| 11 | PBA | Pembina Pipeline CORP | Stock-Energy | 3.46% | -4.84% | EXIT | |
| 12 | TU | Telus CORP | Stock-Other | 3.11% | -0.05% | -0.83% | |
| 13 | SU | Suncor Energy Inc | Stock-Energy | 2.97% | -0.61% | -0.01% | |
| 14 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 2.60% | -0.02% | -1.09% | |
| 15 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 1.89% | +0.02% | +18979.48% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.35% | -0.39% | +8.35% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.34% | -0.54% | -0.84% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.24% | — | -10.86% | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 1.17% | -0.49% | -0.65% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.06% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.15% | -0.90% | |
| 22 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.89% | -0.15% | — | |
| 23 | GRT-UCAD | Granite Real Estate Investme | Stock-Other | 0.88% | — | -3.07% | |
| 24 | RMR | Rmr Group Inc/the - A | Stock-Other | 0.83% | +0.10% | — | |
| 25 | USB | US Bancorp | Stock-Financials | 0.82% | +0.05% | -1.08% | |
| 26 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.82% | +0.11% | +59.44% | |
| 27 | CNC | Centene CORP | Stock-Healthcare | 0.79% | — | -1.34% | |
| 28 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.76% | +0.03% | -2.30% | |
| 29 | DG | Dollar General CORP | Stock-Consumer Staples | 0.76% | — | -1.25% | |
| 30 | FSV | Firstservice CORP | Stock-Other | 0.74% | +0.36% | -4.83% | |
| 31 | KR | Kroger Co | Stock-Consumer Staples | 0.74% | — | -1.62% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.70% | +0.06% | -1.25% | |
| 33 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 0.68% | — | -0.58% | |
| 34 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.64% | +0.01% | +17.39% | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 0.64% | — | -6.85% | |
| 36 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 0.62% | +0.04% | -1.09% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.02% | -16.31% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | +0.09% | -1.26% | |
| 39 | CPT | Camden Property Trust | Stock-Real Estate | 0.54% | — | +9.97% | |
| 40 | CNQ | Canadian Natural Resources | Stock-Energy | 0.53% | -0.61% | -1.40% | |
| 41 | EOG | Eog Resources Inc | Stock-Energy | 0.53% | -0.10% | -1.50% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.52% | +0.13% | -1.02% | |
| 43 | UDR | Udr Inc | Stock-Real Estate | 0.50% | — | -4.14% | |
| 44 | MS | Morgan Stanley | Stock-Financials | 0.50% | +0.07% | +23.49% | |
| 45 | GIB | Cgi Inc | Stock-Tech | 0.46% | +1.02% | +26.82% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.07% | -1.00% | |
| 47 | VET | Vermilion Energy Inc | Stock-Other | 0.44% | — | +20.79% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.10% | +196.28% | |
| 49 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 0.44% | +0.11% | +29.54% | |
| 50 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.43% | +0.02% | -22.74% |
According to official SEC Form 13F filings, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported a total U.S. public equity portfolio value of $1.0B across 73 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TD, RY, TRP) accounted for 26.6% of total reported equity market value during Q1 2024.
During Q1 2024, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's top holdings by market value included TD (7.7%)、RY (7.5%)、TRP (6.0%). The largest single position, TD, represented 7.7% of total portfolio value.
In Q1 2024, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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