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CIK: 0001058231
Total reported value
$1.0B
$1.0B
72 檔
29.2%
The Q3 2024 SEC filing reveals that MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd held a total portfolio value of $1.0B, covering 72 public equity positions.
During Q3 2024, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd performed routine portfolio adjustments (0 new buys, 23 additions, 21 trims, and 1 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 8.26% | +2.09% | -3.19% | |
| 2 | TD | Toronto-dominion Bank | Stock-Financials | 7.36% | +1.95% | -2.82% | |
| 3 | TRP | Tc Energy CORP | Stock-Energy | 6.32% | +0.39% | -3.00% | |
| 4 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 5.32% | +0.52% | -4.20% | |
| 5 | BCE | Bce Inc | Stock-Comm Services | 5.23% | -0.69% | +6.89% | |
| 6 | BN | Brookfield CORP | Stock-Financials | 5.06% | -0.40% | -4.54% | |
| 7 | BNS | Bank Of Nova Scotia | Stock-Financials | 4.83% | +1.22% | -4.28% | |
| 8 | MFC | Manulife Financial CORP | Stock-Financials | 4.35% | +0.14% | -3.08% | |
| 9 | MGA | Magna International Inc | Stock-Consumer Disc | 3.58% | +0.07% | +22.32% | |
| 10 | PBA | Pembina Pipeline CORP | Stock-Energy | 3.57% | -4.84% | EXIT | |
| 11 | TU | Telus CORP | Stock-Other | 3.55% | -0.05% | -2.88% | |
| 12 | CNI | Canadian Natl Railway Co | Stock-Industrials | 3.53% | +0.88% | -0.79% | |
| 13 | SU | Suncor Energy Inc | Stock-Energy | 2.56% | -0.61% | -2.93% | |
| 14 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 2.37% | +0.88% | -3.07% | |
| 15 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 2.02% | +0.02% | -3.72% | |
| 16 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 1.96% | -0.02% | -8.24% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.45% | — | -5.26% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.32% | -0.39% | +0.44% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.31% | -0.54% | +0.54% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.22% | -0.49% | +10.02% | |
| 21 | GRT-UCAD | Granite Real Estate Investme | Stock-Other | 1.04% | — | +21.82% | |
| 22 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.94% | +0.11% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.06% | +10.06% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.15% | +0.94% | |
| 25 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.89% | -0.15% | +14.76% | |
| 26 | RMR | Rmr Group Inc/the - A | Stock-Other | 0.80% | +0.10% | — | |
| 27 | KR | Kroger Co | Stock-Consumer Staples | 0.79% | — | +1.07% | |
| 28 | USB | US Bancorp | Stock-Financials | 0.77% | +0.05% | +0.97% | |
| 29 | FSV | Firstservice CORP | Stock-Other | 0.75% | +0.36% | — | |
| 30 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.75% | +0.03% | -0.30% | |
| 31 | CNC | Centene CORP | Stock-Healthcare | 0.69% | — | +1.08% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | +0.06% | +0.89% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | +0.09% | +1.14% | |
| 34 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 0.62% | +0.04% | +0.85% | |
| 35 | CPT | Camden Property Trust | Stock-Real Estate | 0.61% | — | -2.03% | |
| 36 | AMT | American Tower CORP | Stock-Real Estate | 0.60% | — | -12.74% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | +0.02% | +0.89% | |
| 38 | UDR | Udr Inc | Stock-Real Estate | 0.55% | — | -1.50% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.27% | +1.25% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.51% | +0.07% | +1.27% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.07% | +0.72% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.48% | +0.13% | +28.73% | |
| 43 | GLW | Corning Inc | Stock-Tech | 0.46% | -0.47% | +0.92% | |
| 44 | EOG | Eog Resources Inc | Stock-Energy | 0.46% | -0.10% | +1.11% | |
| 45 | GIB | Cgi Inc | Stock-Tech | 0.46% | +1.02% | — | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.10% | +1.64% | |
| 47 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.45% | +0.02% | +41.69% | |
| 48 | EQIX | Equinix Inc | Stock-Real Estate | 0.44% | — | -16.92% | |
| 49 | ✓ | Sanofi SA | Stock-Other | 0.42% | -0.08% | +1.33% | |
| 50 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.40% | +0.13% | +1.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TRP | Tc Energy CORP | +0.5% | -3.00% | Trim |
| 2 | CM | Can Imperial Bk Of Commerce | +0.5% | -4.20% | Trim |
| 3 | BN | Brookfield CORP | +0.4% | -4.54% | Trim |
| 4 | GRT-UCAD | Granite Real Estate Investme | +0.3% | +21.82% | Add |
| 5 | MGA | Magna International Inc | +0.3% | +22.32% | Add |
| 6 | BIP | Brookfield Infrastructure Partners L.P. | +0.2% | -3.07% | Trim |
| 7 | CIGI | Colliers Intl Gr-subord Vot | +0.2% | — | Unchanged |
| 8 | RY | Royal Bank Of Canada | +0.2% | -3.19% | Trim |
| 9 | BCE | Bce Inc | +0.2% | +6.89% | Add |
| 10 | DEO | Diageo Plc-sponsored Adr | +0.1% | +14.76% | Add |
| 11 | BNS | Bank Of Nova Scotia | +0.1% | -4.28% | Trim |
| 12 | FSV | Firstservice CORP | +0.1% | — | Unchanged |
| 13 | DIS | Walt Disney Co/the | +0.1% | +28.73% | Add |
| 14 | GNTX | Gentex CORP | +0.1% | +41.69% | Add |
| 15 | ORCL | Oracle CORP | 0% | -5.26% | Trim |
| 16 | HD | Home Depot Inc | 0% | +1.14% | Add |
| 17 | WMT | Walmart Inc | 0% | +1.64% | Add |
| 18 | TD | Toronto-dominion Bank | 0% | -2.82% | Trim |
| 19 | KR | Kroger Co | 0% | +1.07% | Add |
| 20 | USB | US Bancorp | 0% | +0.97% | Add |
| 21 | UNH | Unitedhealth Group Inc | 0% | +1.25% | Add |
| 22 | ✓ | Sanofi SA | 0% | +1.33% | Add |
| 23 | WELL | Welltower Inc | 0% | -2.16% | Trim |
| 24 | PFE | Pfizer Inc | 0% | +10.02% | Add |
| 25 | CSCO | Cisco Systems Inc | 0% | +0.44% | Add |
| 26 | CNC | Centene CORP | 0% | +1.08% | Add |
| 27 | FRT | Federal Realty Invs Trust | 0% | -0.30% | Trim |
| 28 | GLW | Corning Inc | 0% | +0.92% | Add |
| 29 | GIB | Cgi Inc | 0% | — | Unchanged |
| 30 | EXR | Extra Space Storage Inc | 0% | -2.12% | Trim |
| 31 | BEPC | Brookfield Renewable Corporation | 0% | +0.29% | Add |
| 32 | RMR | Rmr Group Inc/the - A | — | — | Unchanged |
| 33 | CPT | Camden Property Trust | — | -2.03% | Trim |
| 34 | UDR | Udr Inc | 0% | -1.50% | Trim |
| 35 | MS | Morgan Stanley | 0% | +1.27% | Add |
| 36 | VZ | Verizon Communications Inc | 0% | +0.54% | Add |
| 37 | BEP | Brookfield Renewable Partners L.P. | 0% | -3.72% | Trim |
| 38 | ING | Ing Groep N.v.-sponsored Adr | 0% | +0.85% | Add |
| 39 | MSFT | Microsoft CORP | -0.1% | +10.06% | Add |
| 40 | VET | Vermilion Energy Inc | -0.1% | — | Unchanged |
| 41 | PBA | Pembina Pipeline CORP | -0.1% | -2.88% | Trim |
| 42 | GIL | Gildan Activewear Inc | -0.1% | -32.70% | Trim |
| 43 | TU | Telus CORP | -0.1% | -2.88% | Trim |
| 44 | WBA | Walgreens Boots Alliance Inc | -0.1% | +0.41% | Add |
| 45 | MFC | Manulife Financial CORP | -0.2% | -3.08% | Trim |
| 46 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.94% | Add |
| 47 | QSR | Restaurant Brands Intern | -0.4% | -8.24% | Trim |
| 48 | SU | Suncor Energy Inc | -0.5% | -2.93% | Trim |
| 49 | CNI | Canadian Natl Railway Co | -0.5% | -0.79% | Trim |
| 50 | DG | Dollar General CORP | -0.7% | EXIT | Sold out |
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 72 disclosed positions in Q3 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 RY, TD, TRP) accounted for 29.2% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
DG
前期市值: $5.3M
During Q3 2024, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's top holdings by market value included RY (8.3%)、TD (7.4%)、TRP (6.3%). The largest single position, RY, represented 8.3% of total portfolio value.
In Q3 2024, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd made 45 total portfolio adjustments, initiating 0 new buys, adding to 23 positions, trimming 21 holdings, and fully liquidating 1 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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