BCE β€” BCE INC

Ownership history in FOX RUN MANAGEMENT, L.L.C.  Β·  13 quarters on record

This page tracks every 13F SEC filing in which FOX RUN MANAGEMENT, L.L.C. reported a position in BCE INC (BCE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.36% (2022 Q4)
πŸ“Š Avg. % of fund
0.19%
πŸ“… First filed
2016 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
13

Position Intelligence

FOX RUN MANAGEMENT, L.L.C. Γ— BCE AI Analytics

πŸ“‰ FOX RUN MANAGEMENT, L.L.C. underperformed the S&P 500 by –48.0% annually on this BCE position. Timing score: 42% (5/12 decisions correct). Average cost basis: $30.29. Maximum drawdown during holding period: –43.2%.

πŸ“ˆ Position Alpha vs SPY
-48.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 48.0% ann.
12 quarters analyzed

⏱️ Timing Score
42%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
5 of 12 add/trim decisions correct

πŸ’° Entry Quality
$30.29
-24.8% vs current ($22.79)

Best entry: $21.32 (2025 Q2)  Β·  Worst: $37.52 (2022 Q2)

πŸ›‘οΈ Drawdown Resilience
–43.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
54%
buy-side decisions

7 adds Β· 6 trims. Bought during 3 of 6 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.07% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BCE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 20,182 -2,580 -11.3% 0.07% $472K $22.79
2025 Q2 ADDED 22,762 +6,804 +42.6% 0.08% $505K $21.32
2024 Q1 REDUCED 15,958 -18,172 -53.2% 0.12% $542K $29.16
2023 Q4 ADDED 34,130 +23,627 +225.0% 0.34% $1.3M $33.09
2023 Q3 REDUCED 10,503 -10,108 -49.0% 0.12% $401K $31.51
2022 Q4 ADDED 20,611 +11,337 +122.2% 0.36% $906K $34.53
2022 Q2 ADDED 9,274 +2,741 +42.0% 0.23% $456K $37.52
2019 Q4 REDUCED 6,533 -320 -4.7% 0.24% $303K $30.64
2019 Q2 REDUCED 6,853 -1,883 -21.6% 0.21% $312K $29.32
2018 Q4 ADDED 8,736 +1,057 +13.8% 0.18% $345K $24.83
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BCE

As of 2025 Q4 β€” sorted by position size

LINCLUDEN MANAGEMENT LTD 3Y 7Y 5.24% FLAX POND CAPITAL, LLC 3.56% LETKO, BROSSEAU & ASSOCIATES INC 3Y 7Y 2.87% INTACT INVESTMENT MANAGEMENT INC. 3Y 7Y 2.64% SIG North Trading, ULC 3Y 2.56% SIG North Trading, ULC 3Y 2.21% NICOLA WEALTH MANAGEMENT LTD. 3Y 7Y 1.58% Cullen Capital Management, LLC 3Y 7Y 1.48% CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 3Y 7Y 1.38% Gold Investment Management Ltd. 1.13%
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