Advertisement
Screener

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd Historic Quarter Change: USA Stocks, Reduced

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd opened 44 positions, added to 392, reduced 677 and sold out of 37.

  • Q2 2026: Stock RY; Country of operation —; Class COM; Shares before 407,274.
  • Q2 2026: Stock TD; Country of operation —; Class COM; Shares before 690,433.
  • Q2 2026: Stock BNS; Country of operation —; Class COM; Shares before 577,451.
  • Q2 2026: Stock CNI; Country of operation —; Class COM; Shares before 404,264.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1058231), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-28); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-17); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-23); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-21); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-09); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-31); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-05); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-19); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-21); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-18); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-16); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2006-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026RY
ROYAL BANK OF CANADA
COM407,274319,503-87,771$66,859$93,832+$26,9732026-07-24
Q2 2026TD
TORONTO DOMINION BK ONT
COM690,433526,877-163,556$65,481$90,855+$25,3742026-07-24
Q2 2026BNS
BANK NOVA SCOTIA HALIFAX
COM577,451458,826-118,625$40,665$56,559+$15,8942026-07-24
Q2 2026CNI
CANADIAN NATL RY CO COM
COM404,264324,110-80,154$42,254$54,856+$12,6022026-07-24
Q2 2026TRP
TC ENERGY CORP.
COM767,761605,977-161,784$48,822$56,913+$8,0912026-07-24
Q2 2026CM
CANADIAN IMPERIAL BANK OF COMMERCE
COM293,506220,139-73,367$28,247$35,953+$7,7062026-07-24
Q2 2026VZ
VERIZON COMMUNICATIONS
United StatesCOM186,004108,554-77,450$9,337$4,596-$4,7412026-07-24
Q2 2026NTR
NUTRIEN LTD.
COM434,978320,313-114,665$33,344$28,620-$4,7242026-07-24
Q2 2026GLW
CORNING INC.
United StatesCOM34,141599-33,542$4,642$153-$4,4892026-07-24
Q2 2026PFE
PFIZER INC
United StatesCOM401,310302,092-99,218$11,268$7,274-$3,9942026-07-24
Q2 2026MFC
MANULIFE FINL CORP COM
COM688,793479,103-209,690$24,095$27,558+$3,4632026-07-24
Q2 2026SU
SUNCOR ENERGY INC
COM513,151408,759-104,392$34,466$31,188-$3,2782026-07-24
Q2 2026CNQ
CANADIAN NAT RES LTD COM
COM697,039557,895-139,144$34,529$31,309-$3,2202026-07-24
Q2 2026BCE
BCE INC
COM1,843,8301,445,763-398,067$47,244$44,168-$3,0762026-07-24
Q2 2026CSCO
CISCO SYSTEMS INC.
United StatesCOM144,28569,320-74,965$11,195$8,142-$3,0532026-07-24
Q2 2026QSR
RESTAURANT BRANDS INTL INC.
COM453,400357,508-95,892$34,071$36,777+$2,7062026-07-24
Q2 2026MGA
MAGNA INTL INC
COM393,015266,320-126,695$22,289$24,837+$2,5482026-07-24
Q2 2026TU
TELUS CORP.
COM2,103,2361,951,523-151,713$27,452$29,273+$1,8212026-07-24
Q2 2026BEP
BROOKFIELD RENEWABLE ENERGY
PARTNERSHIP UNIT572,389422,025-150,364$18,961$20,755+$1,7942026-07-24
Q2 2026BN
BROOKFIELD CORP
CL A LTD VT SH687,609439,774-247,835$28,295$26,611-$1,6842026-07-24
Q2 2026MS
MORGAN STANLEY
United StatesCOM28,27927,805-474$4,653$5,812+$1,1592026-07-24
Q2 2026WMT
WALMART INC
United StatesCOM43,85143,169-682$5,449$4,889-$5602026-07-24
Q2 2026GNTX
GENTEX CORP.
United StatesPUT139,828139,650-178$3,055$3,529+$4742026-07-24
Q2 2026RCI
ROGERS COMMUNICATIONS INC
CL B76,56274,117-2,445$2,990$3,420+$4302026-07-24
Q2 2026BAM
BROOKFIELD ASSET MANAGMT LTD
United StatesCL A LMT VTG SHS70,08343,179-26,904$3,164$2,747-$4172026-07-24
Q2 2026SPG
SIMON PPTY GROUP NEW
United StatesCOM9,8176,537-3,280$1,831$1,462-$3692026-07-24
Q2 2026C
CITIGROUP INC.
United StatesCOM42,26936,613-5,656$4,793$5,124+$3312026-07-24
Q2 2026TJX
TJX COMPANIES INC.
United StatesCOM21,54021,189-351$3,439$3,210-$2292026-07-24
Q2 2026BXP
BXP INC.
United StatesCOM12,09811,822-276$627$784+$1572026-07-24
Q2 2026JNJ
JOHNSON & JOHNSON
United StatesCOM9,3899,263-126$2,295$2,353+$582026-07-24

Similar Firms

Firm NameCountry13F ValueHoldings
Opus Capital Group, LLCUnited States$0.001B137
WENDELL DAVID ASSOCIATES INCUnited States$0.001B151
Sierra Capital LLCUnited States$0.001B283
CKW FINANCIAL GROUPUnited States$0.001B167
Quantitative Investment Management, LLCUnited States$0.001B363
Triple Frond Partners LLCUnited States$0.001B12
Graham Holdings CoUnited States$0.001B6
HARVEY INVESTMENT CO LLCUnited States$0.001B99
TAIYO LIFE INSURANCE COJapan$0.001B10
ABNER HERRMAN & BROCK LLCUnited States$0.001B108