Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-7,924
Closed -$126K 2220
2023
Q3
$126K Sell
7,924
-11,953
-60% -$244K ﹤0.01% 1922
2023
Q2
$492K Buy
19,877
+3,752
+23% +$97.7K ﹤0.01% 1689
2023
Q1
$487K Buy
16,125
+1,688
+12% +$49.2K ﹤0.01% 1709
2022
Q4
$393K Sell
14,437
-58
-0.4% -$1.66K ﹤0.01% 1764
2022
Q3
$404K Hold
14,495
﹤0.01% 1727
2022
Q2
$462K Buy
14,495
+1,845
+15% +$59.7K ﹤0.01% 1694
2022
Q1
$447K Hold
12,650
﹤0.01% 1737
2021
Q4
$370K Hold
12,650
﹤0.01% 1766
2021
Q3
$452K Buy
12,650
+1,353
+12% +$45.9K ﹤0.01% 1752
2021
Q2
$374K Hold
11,297
﹤0.01% 1800
2021
Q1
$346K Sell
11,297
-1,295
-10% -$39.8K ﹤0.01% 1821
2020
Q4
$338K Sell
12,592
-2,067
-14% -$58.4K ﹤0.01% 1840
2020
Q3
$404K Sell
14,659
-134
-0.9% -$3.53K ﹤0.01% 1729
2020
Q2
$337K Sell
14,793
-474
-3% -$10.6K ﹤0.01% 1782
2020
Q1
$339K Sell
15,267
-1
-0% -$26 ﹤0.01% 1702
2019
Q4
$400K Buy
+15,268
New +$381K ﹤0.01% 1771
2019
Q3
Sell
-17,462
Closed -$486K 2325
2019
Q2
$486K Buy
17,462
+1,036
+6% +$29K ﹤0.01% 1776
2019
Q1
$488K Buy
16,426
+2,600
+19% +$75.2K ﹤0.01% 1639
2018
Q4
$319K Sell
13,826
-20
-0.1% -$522 ﹤0.01% 1807
2018
Q3
$370K Hold
13,846
﹤0.01% 1818
2018
Q2
$456K Hold
13,846
﹤0.01% 1768
2018
Q1
$405K Buy
13,846
+201
+1% +$6.01K ﹤0.01% 1782
2017
Q4
$409K Sell
13,645
-1,700
-11% -$50.6K ﹤0.01% 1787
2017
Q3
$448K Hold
15,345
﹤0.01% 1751
2017
Q2
$503K Hold
15,345
﹤0.01% 1712
2017
Q1
$430K Buy
15,345
+1,799
+13% +$45.1K ﹤0.01% 1743
2016
Q4
$320K Hold
13,546
﹤0.01% 1790
2016
Q3
$353K Hold
13,546
﹤0.01% 1750
2016
Q2
$540K Buy
13,546
+12,906
+2,017% +$586K ﹤0.01% 1629
2016
Q1
$33K Hold
640
﹤0.01% 2262
2015
Q4
$32K Hold
640
﹤0.01% 2289
2015
Q3
$27K Hold
640
﹤0.01% 2272
2015
Q2
$34K Hold
640
﹤0.01% 2357
2015
Q1
$35K Hold
640
﹤0.01% 2222
2014
Q4
$39K Hold
640
﹤0.01% 2185
2014
Q3
$37K Hold
640
﹤0.01% 2156
2014
Q2
$41K Hold
640
﹤0.01% 2035
2014
Q1
$41K Hold
640
﹤0.01% 1899
2013
Q4
$40K Buy
+640
New +$38.6K ﹤0.01% 1920

Other funds holding TBRG

Canada Life's TBRG Position: Q4 2023 in Review

Canada Life sold out of TruBridge (TBRG) in Q4 2023, closing a stake of 7,924 shares — an estimated $126K sold.

Canada Life first reported a position in TBRG in Q4 2013 and held it in 39 quarters. The position peaked at $540K in Q2 2016. 133 funds tracked by Wall St. Rank hold TBRG as of Q4 2023.

  • Canada Life reported no remaining TruBridge position as of Q4 2023 after selling out during the quarter.
  • Canada Life sold 7,924 TruBridge shares in Q4 2023, an estimated $126K.
  • Canada Life first reported a position in TruBridge in Q4 2013 and held it in 39 quarters.
  • Canada Life's TruBridge position peaked at $540K in Q2 2016.
  • 133 funds tracked by Wall St. Rank held TruBridge as of Q4 2023.

Based on Canada Life's 13F filing for Q4 2023, filed 13 Feb 2024.