Ownership history in LINCLUDEN MANAGEMENT LTD Β· 19 quarters on record
This page tracks every 13F SEC filing in which LINCLUDEN MANAGEMENT LTD reported a position in TC ENERGY CORP. (TRP). 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.
π LINCLUDEN MANAGEMENT LTD underperformed the S&P 500 by β3.0% annually on this TRP position. Timing score: 35% (6/17 decisions correct). Average cost basis: $33.51. Maximum drawdown during holding period: β33.2%.
β οΈ Trailed SPY by 3.0% ann. on this position.
18 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 17 add/trim decisions correct
Best entry: $31.13 (2023 Q3) Β· Worst: $46.61 (2022 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 10 trims. Bought during 4 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.1% of portfolio
β 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.
As of 2025 Q4 β sorted by position size