$886 Million is the total value of Nexus Investment Management ULC's 73 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | BROOKFIELD CORPcl a ltd vt sh added | $1,010,706 | – | 32,133 | +100.0% | 0.11% | – | |
| ABBV | New | ABBVIE INC | $558,524 | – | 3,456 | +100.0% | 0.06% | – |
| CSX | New | CSX CORP | $490,723 | – | 15,840 | +100.0% | 0.06% | – |
| BEP | New | BROOKFIELD RENEWABLE PARTNERpartnership unit | $468,469 | – | 18,500 | +100.0% | 0.05% | – |
| ABT | New | ABBOTT LABS | $361,209 | – | 3,290 | +100.0% | 0.04% | – |
| PG | New | PROCTER AND GAMBLE CO | $333,432 | – | 2,200 | +100.0% | 0.04% | – |
| LLY | New | LILLY ELI & CO | $302,184 | – | 826 | +100.0% | 0.03% | – |
| MRK | New | MERCK & CO INC | $291,244 | – | 2,625 | +100.0% | 0.03% | – |
| New | BROOKFIELD ASSET MANAGMT LTD | $230,032 | – | 8,032 | +100.0% | 0.03% | – | |
| EIX | New | EDISON INTL | $222,670 | – | 3,500 | +100.0% | 0.02% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $212,468 | – | 2,953 | +100.0% | 0.02% | – |
| V | New | VISA INC | $207,760 | – | 1,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TORONTO DOMINION BK ONT | 42 | Q3 2023 | 7.0% |
| ROYAL BK CDA SUSTAINABL | 42 | Q3 2023 | 6.0% |
| BANK N S HALIFAX | 42 | Q3 2023 | 5.7% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 5.8% |
| MICROSOFT CORP | 42 | Q3 2023 | 5.8% |
| PFIZER INC | 42 | Q3 2023 | 5.2% |
| BROOKFIELD INFRAST PARTNERS LP INT | 42 | Q3 2023 | 4.9% |
| TELUS CORPORATION | 42 | Q3 2023 | 4.5% |
| CARMAX INC | 42 | Q3 2023 | 5.0% |
| CITIGROUP INC | 42 | Q3 2023 | 4.4% |
View Nexus Investment Management ULC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-04 |
| 13F-HR/A | 2023-02-08 |
| 13F-HR | 2023-01-09 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-06 |
| 13F-HR | 2022-04-08 |
View Nexus Investment Management ULC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.