Lincluden Management LTD Portfolio Holdings

Lincluden Management LTD

  • $826 Million
  • Q4 2024

Lincluden Management LTD has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $826 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Royal Bank Of Canada with a value of $71.3M, Toronto Dominion Bank with a value of $63.2M, Tc Energy Corp with a value of $49.1M, Brookfield Corp with a value of $46.6M, and Bank Of Nova Scotia with a value of $42.4M.

Examining the 13F form we can see an decrease of $90.7M in the current position value, from $917M to 826M.

Lincluden Management LTD is based out at Mississauga, A6

Below you can find more details about Lincluden Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $826 Million
Financial Services: $278 Million
Energy: $112 Million
Communication Services: $94.1 Million
Consumer Cyclical: $62.3 Million
Real Estate: $58.9 Million
Technology: $41.9 Million
Industrials: $36.8 Million
Utilities: $34.7 Million
Other: $47.6 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$256B
$13.4 Million 1.62% of portfolio
226,319
Q4 2024 Reduced 0.26%
$465B
$11.8 Million 1.43% of portfolio
70,979
Q4 2024 Reduced 9.13%
$1.14T
$9.46 Million 1.15% of portfolio
49,971
Q4 2024 Reduced 0.46%
$3.1T
$8.24 Million 1.0% of portfolio
19,540
Q4 2024 Reduced 0.66%
$383B
$6.75 Million 0.82% of portfolio
153,633
Q4 2024 Reduced 0.69%
$812B
$6.04 Million 0.73% of portfolio
25,199
Q4 2024 Reduced 0.83%
$424B
$5.62 Million 0.68% of portfolio
14,459
Q4 2024 Reduced 0.39%
$239B
$5.22 Million 0.63% of portfolio
41,497
Q4 2024 Reduced 7.49%
$204B
$5.12 Million 0.62% of portfolio
45,942
Q4 2024 Reduced 0.02%
$465B
$4.61 Million 0.56% of portfolio
5,029
Q4 2024 Reduced 0.69%
$496B
$4.32 Million 0.52% of portfolio
8,539
Q4 2024 Reduced 0.48%
$279B
$3.77 Million 0.46% of portfolio
41,764
Q4 2024 Reduced 19.27%
$401B
$2.01 Million 0.24% of portfolio
13,911
Q4 2024 Added 0.27%
$331B
$1.33 Million 0.16% of portfolio
5,395
Q4 2024 Reduced 16.69%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $826 Million
  • Prior Value $917 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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