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Choreo LLC’s Thomson Reuters TRI Stock Holding History

Choreo LLC’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
2026
Q1 		– Sell
-2,178
Closed -$294K – 1704
2025
Q4 		$294K Sell
2,178
-67
-3% -$9.7K ﹤0.01% 1232
2025
Q3 		$354K Sell
2,245
-406
-15% -$75.7K ﹤0.01% 1131
2025
Q2 		$542K Sell
2,651
-8
-0.3% -$1.52K 0.01% 851
2025
Q1 		$467K Sell
2,659
-60
-2% -$10.4K 0.01% 874
2024
Q4 		$444K Sell
2,719
-31
-1% -$5.22K 0.01% 968
2024
Q3 		$475K Sell
2,750
-4,226
-61% -$713K 0.01% 939
2024
Q2 		$1.19M Buy
+6,976
New +$1.16M 0.02% 468

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

Choreo LLC's TRI Position: Q1 2026 in Review

Choreo LLC sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 2,178 shares — an estimated $294K sold.

Choreo LLC first reported a position in TRI in Q2 2024 and held it in 7 quarters. The position peaked at $1.19M in Q2 2024. 473 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Choreo LLC reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • Choreo LLC sold 2,178 Thomson Reuters shares in Q1 2026, an estimated $294K.
  • Choreo LLC first reported a position in Thomson Reuters in Q2 2024 and held it in 7 quarters.
  • Choreo LLC's Thomson Reuters position peaked at $1.19M in Q2 2024.
  • 473 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.