Bank OF Nova Scotia is based out of Toronto. Their last reported 13F filing for Q4 2023 included $53,339,027,930 in managed 13F securities
and a top 10 holdings concentration of 32.63%. Bank OF Nova Scotia's largest holding is Royal Bank of Canada (NYSE) with shares held of 28,024,917. Whalewisdom has at least 83 13F filings, 11 13D filings, and 82 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
AAPL Apple Inc | 1.84% |
MSFT Microsoft Corp. | 1.38% |
AVGO Broadcom Ltd. (Avago | 1.3% |
IVV iShares Core S&P 500 | 1.04% |
NVDA NVIDIA Corp. | 0.95% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
CNQ Canadian Natural Res | 1.27% |
BMO Bank of Montreal (NY | 0.7% |
SPY SPDR S&P 500 ETF TRU | 0.68% |
CP Canadian Pacific Rai | 0.52% |
CNI Canadian National Ra | 0.51% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
RY Royal Bank of Canada | 5.31% |
AAPL Apple Inc | 4.69% |
MSFT Microsoft Corp. | 4.11% |
TD Toronto-Dominion Ban | 4.04% |
NVDA NVIDIA Corp. | 3.54% |
2023-12-31
13F Activity
Market Value | $53.3b, Prior: $37.9b |
New Purchases | 121 stocks |
Added To | 543 stocks |
Sold out of | 123 stocks |
Reduced holdings in | 300 stocks |
Top 10 Holdings % | 32.63% |
Turnover %[1] | 24.5% |
Turnover Alt %[2] | 8.25% |
Time Held Top 20 | 16.35 quarters |
Time Held Top 10 | 25.4 quarters |
Time Held All | 23.48 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31