Burgundy Asset Management’s Telus TU Stock Holding History

Burgundy Asset 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
2025 Q3	$3.4M	Buy	206,581 +9,499	+5%	+$154K	0.03%	92
2025 Q2	$3.16M	Hold	197,082	–	–	0.03%	93
2025 Q1	$2.83M	Sell	197,082 -1,626	-0.8%	-$23.9K	0.03%	93
2024 Q4	$2.69M	Buy	198,708 +41,119	+26%	+$634K	0.03%	93
2024 Q3	$2.64M	Buy	157,589 +21,248	+16%	+$343K	0.03%	92
2024 Q2	$2.06M	Buy	136,341 +34,055	+33%	+$549K	0.02%	92
2024 Q1	$1.64M	Buy	102,286 +25,795	+34%	+$451K	0.02%	92
2023 Q4	$1.36M	Buy	76,491 +3,894	+5%	+$67.3K	0.02%	96
2023 Q3	$1.19M	Buy	72,597 +8,087	+13%	+$142K	0.01%	95
2023 Q2	$1.26M	Buy	64,510 +3,863	+6%	+$77.8K	0.01%	97
2023 Q1	$1.2M	Buy	60,647 +5,616	+10%	+$114K	0.01%	94
2022 Q4	$1.06M	Buy	55,031 +10,796	+24%	+$223K	0.01%	93
2022 Q3	$878K	Buy	44,235 +7,960	+22%	+$178K	0.01%	92
2022 Q2	$807K	Hold	36,275	–	–	0.01%	96
2022 Q1	$948K	Hold	36,275	–	–	0.01%	98
2021 Q4	$852K	Buy	36,275 +1,937	+6%	+$44.3K	0.01%	96
2021 Q3	$755K	Hold	34,338	–	–	0.01%	100
2021 Q2	$770K	Hold	34,338	–	–	0.01%	102
2021 Q1	$683K	Buy	34,338 +17,686	+106%	+$367K	0.01%	100
2020 Q4	$330K	Buy	16,652 +6,551	+65%	+$123K	﹤0.01%	107
2020 Q3	$177K	Sell	10,101 -7,112	-41%	-$126K	﹤0.01%	106
2020 Q2	$288K	Buy	17,213 +550	+3%	+$9.15K	﹤0.01%	98
2020 Q1	$261K	Buy	+16,663	New	+$309K	﹤0.01%	96

Other funds holding TU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return