Pricing

LINCLUDEN MANAGEMENT LTD

0 followers ยท
MISSISSAUGA A6
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Lincluden Management LTD is based out of Mississauga. Their last reported 13F filing for Q4 2023 included $823,963,000 in managed 13F securities and a top 10 holdings concentration of 56.2%. Lincluden Management LTD's largest holding is Toronto-Dominion Bank (The) with shares held of 1,101,893. Whalewisdom has at least 75 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Confidential Treatment - Holdings omitted in latest filing.

2023-12-31

13F Activity

Market Value $0.82b, Prior: $0.83b
New Purchases 5 stocks
Added To 6 stocks
Sold out of 2 stocks
Reduced holdings in 54 stocks
Top 10 Holdings % 56.2%
Turnover %[1] 9.33%
Turnover Alt %[2] 2.76%
Time Held Top 20 22.6 quarters
Time Held Top 10 23.6 quarters
Time Held All 30.56 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

Portfolio Performance