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Bartlett & Co’s Thomson Reuters TRI Stock Holding History

Bartlett & Co’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
Q4 		$12K Buy
+79
New +$10.7K ﹤0.01% 975
2021
Q1 		– Sell
-17
Closed -$1K – 1176
2020
Q4 		$1K Buy
+17
New +$1.46K ﹤0.01% 1067
2020
Q2 		– Sell
-27
Closed -$2K – 875
2020
Q1 		$2K Buy
+27
New +$2.1K ﹤0.01% 784

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bartlett & Co's TRI Position: Q4 2023 in Review

Bartlett & Co opened a new position in Thomson Reuters (TRI) in Q4 2023: 79 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Bartlett & Co previously reported a position in TRI as recently as Q4 2020.

Bartlett & Co first reported a position in TRI in Q1 2020 and has held it in 3 quarters since. 439 funds tracked by Wall St. Rank hold TRI as of Q4 2023.

  • Bartlett & Co held 79 shares of Thomson Reuters worth $12K as of Q4 2023.
  • Thomson Reuters was a new Bartlett & Co position in Q4 2023.
  • Thomson Reuters made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #975 holding.
  • Bartlett & Co first reported a position in Thomson Reuters in Q1 2020 and has held it in 3 quarters since.
  • 439 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.