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Arden Trust’s Thomson Reuters TRI Stock Holding History

Arden Trust’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,588
Closed -$492K – 291
2023
Q1 		$492K Sell
3,588
-1,378
-28% -$176K 0.09% 178
2022
Q4 		$597K Sell
4,966
-184
-4% -$21.2K 0.12% 149
2022
Q3 		$556K Sell
5,150
-1,689
-25% -$196K 0.14% 146
2022
Q2 		$751K Sell
6,839
-191
-3% -$20.2K 0.17% 129
2022
Q1 		$806K Sell
7,030
-87
-1% -$9.71K 0.16% 127
2021
Q4 		$898K Sell
7,117
-178
-2% -$22.2K 0.15% 139
2021
Q3 		$849K Sell
7,295
-1,440
-16% -$168K 0.15% 146
2021
Q2 		$914K Sell
8,735
-1,235
-12% -$124K 0.15% 144
2021
Q1 		$920K Buy
9,970
+50
+0.5% +$4.45K 0.15% 142
2020
Q4 		$856K Sell
9,920
-61
-0.6% -$5.22K 0.14% 152
2020
Q3 		$839K Buy
9,981
+1,306
+15% +$102K 0.15% 142
2020
Q2 		$622K Sell
8,675
-93
-1% -$6.73K 0.11% 167
2020
Q1 		$627K Buy
8,768
+2,366
+37% +$184K 0.12% 146
2019
Q4 		$483K Buy
6,402
+951
+17% +$69.3K 0.08% 225
2019
Q3 		$384K Buy
+5,451
New +$387K 0.06% 246

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Arden Trust's TRI Position: Q2 2023 in Review

Arden Trust sold out of Thomson Reuters (TRI) in Q2 2023, closing a stake of 3,588 shares — an estimated $492K sold.

Arden Trust first reported a position in TRI in Q3 2019 and held it in 15 quarters. The position peaked at $920K in Q1 2021. 391 funds tracked by Wall St. Rank hold TRI as of Q2 2023.

  • Arden Trust reported no remaining Thomson Reuters position as of Q2 2023 after selling out during the quarter.
  • Arden Trust sold 3,588 Thomson Reuters shares in Q2 2023, an estimated $492K.
  • Arden Trust first reported a position in Thomson Reuters in Q3 2019 and held it in 15 quarters.
  • Arden Trust's Thomson Reuters position peaked at $920K in Q1 2021.
  • 391 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2023.

Based on Arden Trust's 13F filing for Q2 2023, filed 14 Jul 2023.