Cookson Peirce & Co’s Thomson Reuters TRI Stock Holding History

Cookson Peirce & Co’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
2025 Q1	–	Sell	-3,751	Closed	-$611K	–	315
2024 Q4	$611K	Buy	3,751 +77	+2%	+$13K	0.03%	191
2024 Q3	$637K	Sell	3,674 -43	-1%	-$7.26K	0.03%	150
2024 Q2	$636K	Buy	3,717 +19	+0.5%	+$3.15K	0.03%	138
2024 Q1	$585K	Sell	3,698 -3	-0.1%	-$467	0.03%	143
2023 Q4	$550K	Buy	3,701 +52	+1%	+$7.02K	0.03%	142
2023 Q3	$453K	Sell	3,649 -20	-0.5%	-$2.64K	0.03%	155
2023 Q2	$503K	Sell	3,669 -157	-4%	-$21.1K	0.03%	139
2023 Q1	$525K	Sell	3,826 -230	-6%	-$29.3K	0.03%	138
2022 Q4	$488K	Buy	4,056 +16	+0.4%	+$1.84K	0.03%	137
2022 Q3	$437K	Buy	+4,040	New	+$468K	0.03%	138

Other funds holding TRI

Royal Bank of Canada

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal

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

TD Asset Management

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

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

Fidelity International

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

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Mackenzie Financial

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

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return