Colonial Trust’s Telus TU Stock Holding History

Colonial Trust’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
2026 Q1	–	Sell	-143	Closed	-$1.87K	–	1171
2025 Q4	$1.87K	Sell	143 -89	-38%	-$1.25K	﹤0.01%	1001
2025 Q3	$3.66K	Hold	232	–	–	﹤0.01%	892
2025 Q2	$3.67K	Buy	232 +44	+23%	+$682	﹤0.01%	887
2025 Q1	$2.69K	Hold	188	–	–	﹤0.01%	936
2024 Q4	$3.07K	Sell	188 -28	-13%	-$432	﹤0.01%	1158
2024 Q3	$3.62K	Hold	216	–	–	﹤0.01%	923
2024 Q2	$3.28K	Sell	216 -4	-2%	-$64	﹤0.01%	894
2024 Q1	$3.5K	Sell	220 -661	-75%	-$11.6K	﹤0.01%	868
2023 Q4	$15.7K	Hold	881	–	–	﹤0.01%	663
2023 Q3	$14.4K	Hold	881	–	–	﹤0.01%	653
2023 Q2	$17.1K	Buy	881 +3	+0.3%	+$60	﹤0.01%	621
2023 Q1	$17.4K	Sell	878 -26	-3%	-$529	﹤0.01%	609
2022 Q4	$17.5K	Buy	+904	New	+$18.7K	﹤0.01%	593

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

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

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

National Bank of Canada

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