Nexus Investment Management

Latest statistics and disclosures from Nexus Investment Management ULC's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TD, RY, JPM, DG, UPS, and represent 25.11% of Nexus Investment Management ULC's stock portfolio.
  • Added to shares of these 10 stocks: MDT, WDC, CSCO, BSX, MGA, VTRS, CVS, C, TU, GM.
  • Started 5 new stock positions in CVS, VTRS, EIX, MTB, BAC.
  • Reduced shares in these 10 stocks: MSFT, TD, AAPL, JPM, PRAA, KMX, CNQ, OVV, XOM, BIP.
  • Sold out of its positions in AAPL, Turquoisehillres.
  • Nexus Investment Management ULC was a net buyer of stock by $16M.
  • Nexus Investment Management ULC has $776M in assets under management (AUM), dropping by 17.45%.

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Portfolio Holdings for Nexus Investment Management ULC

Companies in the Nexus Investment Management ULC portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Toronto Dominion Bk Ont Com New (TD) 5.6 $44M 777k 56.32
Rbc Cad (RY) 5.3 $41M 498k 82.23
JPMorgan Chase & Co. (JPM) 4.9 $38M 305k 124.52
Dollar General (DG) 4.8 $37M 175k 211.28
United Parcel Service CL B (UPS) 4.5 $35M 204k 172.19
Brookfield Infrast Partners Lp Int Unit (BIP) 4.4 $34M 679k 50.34
Telus Ord (TU) 4.2 $32M +2% 1.6M 20.04
Magna Intl Inc cl a (MGA) 4.0 $31M +5% 441k 70.98
CarMax (KMX) 4.0 $31M 333k 92.30
Microsoft Corporation (MSFT) 3.9 $31M -5% 137k 222.75
Bk Nova Cad (BNS) 3.9 $30M 557k 53.72
General Motors Company (GM) 3.8 $29M +2% 705k 41.58
Citigroup Com New (C) 3.7 $29M +2% 471k 60.57
Facebook Cl A (FB) 3.6 $28M 104k 267.40

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Pfizer (PFE) 3.6 $28M +2% 742k 37.27
Alphabet Cap Stk Cl C (GOOG) 3.1 $24M 14k 1738.83
Cae (CAE) 3.1 $24M +2% 890k 27.07
Cisco Systems (CSCO) 3.1 $24M +7% 536k 44.54
Enbridge (ENB) 2.8 $22M 666k 32.33
Medtronic SHS (MDT) 2.6 $21M +29% 180k 114.03
Pra (PRAA) 2.5 $19M 499k 38.79
Tc Energy Corp (TRP) 2.4 $19M 446k 41.51
Western Digital (WDC) 2.3 $18M +18% 354k 49.92
Gilead Sciences (GILD) 2.2 $17M 292k 57.07
Boston Scientific Corporation (BSX) 1.8 $14M +13% 401k 34.59
Suncor Energy (SU) 1.4 $11M 619k 17.16
Cenovus Energy (CVE) 1.3 $10M 1.7M 5.93
Alphabet Cap Stk Cl A (GOOGL) 1.0 $7.9M 4.5k 1734.10
PPL Corporation (PPL) 0.6 $4.7M 173k 26.89
Open Text Corp (OTEX) 0.5 $4.1M 90k 45.85
Encana Corporation (OVV) 0.5 $3.6M -2% 247k 14.57
Bce Com New (BCE) 0.4 $3.3M +2% 78k 42.96
Danaher Corporation (DHR) 0.4 $3.3M 15k 221.48
Firstservice Corp (FSV) 0.4 $3.0M 22k 136.50
Cibc Cad (CM) 0.4 $2.8M 32k 86.50
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.2 $1.8M 44k 41.11
Fortis (FTS) 0.2 $1.8M +7% 43k 41.14
Verizon Communications (VZ) 0.2 $1.7M +19% 29k 58.85
Viatris Com Added (VTRS) 0.2 $1.6M NEW 89k 17.77
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.4M 20k 72.38
Bank Of Montreal Cadcom (BMO) 0.2 $1.3M 17k 76.22
Chevron Corporation (CVX) 0.1 $1.1M +5% 13k 85.35
T. Rowe Price (TROW) 0.1 $1.1M 7.1k 148.31
Johnson & Johnson (JNJ) 0.1 $980k +2% 6.4k 152.51
Pembina Pipeline Corp (PBA) 0.1 $967k 40k 24.18
CVS Caremark Corporation (CVS) 0.1 $890k NEW 13k 67.94
Union Pacific Corporation (UNP) 0.1 $872k 4.3k 203.50
At&t (T) 0.1 $703k +9% 25k 28.69
Canadian Natl Ry (CNI) 0.1 $624k 5.7k 110.33
Pepsi (PEP) 0.1 $617k +25% 4.3k 145.18
Kimberly-Clark Corporation (KMB) 0.1 $596k +11% 4.5k 133.93
Costco Wholesale Corporation (COST) 0.1 $577k 1.6k 364.73
Bausch Health Companies (BHC) 0.1 $571k 28k 20.32
Canadian Natural Resources (CNQ) 0.1 $565k -18% 24k 24.07
Fortive (FTV) 0.1 $501k 7.2k 69.68
Wells Fargo & Company (WFC) 0.1 $477k 16k 29.87
Abbott Laboratories (ABT) 0.1 $466k 4.3k 108.37
Rogers Communications CL B (RCI) 0.1 $442k 9.4k 46.95
Intel Corporation (INTC) 0.1 $424k +5% 9.0k 47.11
Exxon Mobil Corporation (XOM) 0.1 $409k -17% 9.8k 41.60
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $374k 8.0k 46.75
Exelon Corporation (EXC) 0.0 $368k 8.8k 41.82
Thomson Reuters Corp. Com New (TRI) 0.0 $332k 4.1k 80.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $318k 6.5k 48.92
M&T Bank Corporation (MTB) 0.0 $250k NEW 2.0k 125.00
Bank of America Corporation (BAC) 0.0 $220k NEW 7.4k 29.93
Edison International (EIX) 0.0 $218k NEW 3.5k 62.29
Visa Com Cl A (V) 0.0 $209k 1.0k 209.00

Past Filings by Nexus Investment Management ULC

SEC 13F filings are viewable for Nexus Investment Management ULC going back to 2011

View all past filings