$956 Million is the total value of Cumberland Partners Ltd's 250 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WAB | New | Wabtec Corp/De . | $5,865,000 | – | 94,775 | +100.0% | 0.61% | – |
| EMQQ | New | Emerging Markets Internet and Ecommerce ETFemqq em intern | $3,901,000 | – | 74,675 | +100.0% | 0.41% | – |
| DFS | New | Discover Financial Svcs | $3,629,000 | – | 62,810 | +100.0% | 0.38% | – |
| MO | New | Altria Group Inc | $1,364,000 | – | 35,300 | +100.0% | 0.14% | – |
| CACI | New | CACI INTERNATIONALcl a | $1,066,000 | – | 5,000 | +100.0% | 0.11% | – |
| GRFS | New | GRIFOLS S.A.sp adr rep b nvt | $911,000 | – | 52,500 | +100.0% | 0.10% | – |
| SAIC | New | SCIENCE APLCTNS INT | $863,000 | – | 11,000 | +100.0% | 0.09% | – |
| LLY | New | Eli Lilly & Co | $784,000 | – | 5,295 | +100.0% | 0.08% | – |
| DVY | New | Ishares DJ Sel Dvd Fdselect divid etf | $627,000 | – | 7,690 | +100.0% | 0.07% | – |
| VIG | New | Vanguard Div Appr ETFdiv app etf | $618,000 | – | 4,800 | +100.0% | 0.06% | – |
| LOW | New | Lowe's Companies Inc | $405,000 | – | 2,443 | +100.0% | 0.04% | – |
| PRN | New | Invesco DWA Industrials Momentum ETFdwa indls mumt | $302,000 | – | 3,958 | +100.0% | 0.03% | – |
| NFRA | New | FlexShares STOXX Global Broad Infra Index ETFstoxx globr inf | $219,000 | – | 4,389 | +100.0% | 0.02% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BANK OF NOVA SCOTIA | 44 | Q3 2023 | 9.1% |
| ROYAL BK CDA SUSTAINABL | 44 | Q3 2023 | 4.9% |
| Visa Inc Class A | 44 | Q3 2023 | 3.5% |
| Bank of America New | 44 | Q3 2023 | 5.5% |
| BANK OF MONTREAL | 44 | Q3 2023 | 4.1% |
| BCE Inc - New | 44 | Q3 2023 | 1.9% |
| TORONTO DOMINION BK ONT | 43 | Q3 2023 | 7.6% |
| PHILIP MORRIS INTL INC | 43 | Q2 2023 | 4.1% |
| SUNCOR ENERGY INC NEW | 42 | Q3 2023 | 6.4% |
| APPLE INC | 42 | Q3 2023 | 5.1% |
View Cumberland Partners Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-10 |
View Cumberland Partners Ltd'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.