$1.42 Billion is the total value of Cumberland Partners Ltd's 292 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRP INC | $6,754,000 | -5.2% | 77,000 | 0.0% | 0.48% | -18.7% | ||
| NOA | NORTH AMERICAN CONS | $5,512,000 | +4.3% | 362,800 | 0.0% | 0.39% | -10.6% | |
| TSLA | Tesla Motors Inc. | $2,716,000 | +36.3% | 2,570 | 0.0% | 0.19% | +17.2% | |
| KL | KIRKLAND LAKE GOLD | $1,809,000 | +0.8% | 43,107 | 0.0% | 0.13% | -13.6% | |
| TECK | Teck Resources Ltd Bcl b | $1,533,000 | +15.8% | 53,250 | 0.0% | 0.11% | 0.0% | |
| SHYG | ISHARES TR0-5yr hi yl cp | $872,000 | -0.9% | 19,250 | 0.0% | 0.06% | -15.3% | |
| BKLN | INVESCO EXCHNG TRADsr ln etf | $599,000 | 0.0% | 27,100 | 0.0% | 0.04% | -14.3% | |
| CPG | Crescent Point Energy Corp. | $534,000 | +16.1% | 100,000 | 0.0% | 0.04% | 0.0% | |
| IHDG | Wisdomtree Intl Hedged Quality Div Growthitl hdg qtly div | $503,000 | +5.9% | 11,000 | 0.0% | 0.04% | -10.3% | |
| BKT | BlackRock Income Trust | $248,000 | -7.5% | 43,885 | 0.0% | 0.02% | -22.7% | |
| TSI | TCW Strategic Income Fund | $203,000 | +1.0% | 35,045 | 0.0% | 0.01% | -12.5% |
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 2022-02-10
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.