ACM
TU icon

Ativo Capital Management’s Telus TU Stock Holding History

Ativo Capital Management’s Portfolio TU Stock Details TU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-59,609
Closed -$1.18M – 61
2022
Q3 		$1.18M Sell
59,609
-73
-0.1% -$1.63K 1.86% 18
2022
Q2 		$1.33M Sell
59,682
-10,149
-15% -$251K 0.9% 27
2022
Q1 		$1.82M Buy
69,831
+234
+0.3% +$5.78K 0.93% 22
2021
Q4 		$1.64M Sell
69,597
-1,303
-2% -$29.8K 0.73% 62
2021
Q3 		$1.56M Buy
70,900
+6,048
+9% +$136K 0.73% 44
2021
Q2 		$1.46M Sell
64,852
-4,271
-6% -$92.6K 0.62% 65
2021
Q1 		$1.38M Buy
69,123
+404
+0.6% +$8.39K 0.58% 65
2020
Q4 		$1.36M Sell
68,719
-396
-0.6% -$7.45K 0.59% 55
2020
Q3 		$1.22M Buy
69,115
+2,504
+4% +$44.5K 0.58% 63
2020
Q2 		$1.12M Buy
66,611
+4
+0% +$67 0.6% 66
2020
Q1 		$1.05M Sell
66,607
-743
-1% -$13.8K 0.66% 48
2019
Q4 		$1.3M Sell
67,350
-8
-0% -$148 0.6% 59
2019
Q3 		$1.2M Buy
67,358
+4
+0% +$73 0.59% 63
2019
Q2 		$1.24M Buy
67,354
+14
+0% +$259 0.56% 63
2019
Q1 		$1.25M Sell
67,340
-2,712
-4% -$47.9K 0.52% 79
2018
Q4 		$1.16M Buy
+70,052
New +$1.22M 0.54% 69
2013
Q3 		– Sell
-100,128
Closed -$1.46M – 197
2013
Q2 		$1.46M Buy
+100,128
New +$1.73M 0.76% 55

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ativo Capital Management's TU Position: Q4 2022 in Review

Ativo Capital Management sold out of Telus (TU) in Q4 2022, closing a stake of 59,609 shares — an estimated $1.18M sold.

Ativo Capital Management first reported a position in TU in Q2 2013 and held it in 17 quarters. The position peaked at $1.82M in Q1 2022. 321 funds tracked by Wall St. Rank hold TU as of Q4 2022.

  • Ativo Capital Management reported no remaining Telus position as of Q4 2022 after selling out during the quarter.
  • Ativo Capital Management sold 59,609 Telus shares in Q4 2022, an estimated $1.18M.
  • Ativo Capital Management first reported a position in Telus in Q2 2013 and held it in 17 quarters.
  • Ativo Capital Management's Telus position peaked at $1.82M in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Telus as of Q4 2022.

Based on Ativo Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.