Compagnie Lombard Odier SCmA’s Telus TU Stock Holding History

Compagnie Lombard Odier SCmA’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
2023 Q1	–	Sell	-652	Closed	-$13K	–	689
2022 Q4	$13K	Buy	+652	New	+$13.5K	﹤0.01%	591
2018 Q3	–	Sell	-3,800	Closed	-$67K	–	611
2018 Q2	$67K	Hold	3,800	–	–	﹤0.01%	401
2018 Q1	$67K	Hold	3,800	–	–	﹤0.01%	411
2017 Q4	$72K	Hold	3,800	–	–	﹤0.01%	434
2017 Q3	$68K	Buy	+3,800	New	+$68K	﹤0.01%	497
2017 Q2	–	Sell	-3,800	Closed	-$62K	–	761
2017 Q1	$62K	Hold	3,800	–	–	﹤0.01%	515
2016 Q4	$61K	Buy	+3,800	New	+$60.6K	﹤0.01%	585
2015 Q2	–	Sell	-12,050	Closed	-$200K	–	932
2015 Q1	$200K	Sell	12,050 -15,788	-57%	-$273K	0.01%	491
2014 Q4	$503K	Buy	27,838 +6,602	+31%	+$119K	0.02%	264
2014 Q3	$363K	Hold	21,236	–	–	0.01%	393
2014 Q2	$396K	Sell	21,236 -7,076	-25%	-$129K	0.02%	381
2014 Q1	$508K	Sell	28,312 -4,758	-14%	-$82.1K	0.02%	321
2013 Q4	$569K	Buy	+33,070	New	+$571K	0.02%	296

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Compagnie Lombard Odier SCmA's TU Position: Q1 2023 in Review

Compagnie Lombard Odier SCmA sold out of Telus (TU) in Q1 2023, closing a stake of 652 shares — an estimated $13K sold.

Compagnie Lombard Odier SCmA first reported a position in TU in Q4 2013 and held it in 13 quarters. The position peaked at $569K in Q4 2013. 310 funds tracked by Wall St. Rank hold TU as of Q1 2023.

Compagnie Lombard Odier SCmA reported no remaining Telus position as of Q1 2023 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 652 Telus shares in Q1 2023, an estimated $13K.
Compagnie Lombard Odier SCmA first reported a position in Telus in Q4 2013 and held it in 13 quarters.
Compagnie Lombard Odier SCmA's Telus position peaked at $569K in Q4 2013.
310 funds tracked by Wall St. Rank held Telus as of Q1 2023.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2023, filed 1 May 2023.