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Cresset Asset Management’s Thomson Reuters TRI Stock Holding History

Cresset Asset Management’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
Q3 		– Sell
-1,121
Closed -$229K – 1589
2025
Q2 		$229K Sell
1,121
-523
-32% -$99.6K ﹤0.01% 1245
2025
Q1 		$288K Sell
1,644
-493
-23% -$85.1K ﹤0.01% 1339
2024
Q4 		$348K Sell
2,137
-4,889
-70% -$824K ﹤0.01% 1275
2024
Q3 		$1.22M Buy
7,026
+98
+1% +$16.5K ﹤0.01% 1064
2024
Q2 		$1.19M Buy
6,928
+613
+10% +$102K 0.01% 981
2024
Q1 		$999K Buy
6,315
+1,348
+27% +$210K ﹤0.01% 980
2023
Q4 		$739K Buy
4,967
+177
+4% +$23.9K ﹤0.01% 1022
2023
Q3 		$596K Sell
4,790
-78
-2% -$10.3K ﹤0.01% 1094
2023
Q2 		$668K Buy
+4,868
New +$653K ﹤0.01% 1127

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
SFC
SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return