Cumberland Partners’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-18,728
| Closed | -$2.51M | – | 188 |
|
|
2025
Q4 | $2.51M | Buy |
18,728
+5,202
| +38% | +$753K | 0.15% | 104 |
|
|
2025
Q3 | $2.13M | Sell |
13,526
-97,979
| -88% | -$18.3M | 0.14% | 101 |
|
|
2025
Q2 | $22.8M | Sell |
111,505
-421
| -0.4% | -$80.2K | 1.58% | 20 |
|
|
2025
Q1 | $19.6M | Sell |
111,926
-1,685
| -1% | -$291K | 1.51% | 21 |
|
|
2024
Q4 | $18.5M | Sell |
113,611
-184
| -0.2% | -$31K | 1.29% | 24 |
|
|
2024
Q3 | $19.7M | Sell |
113,795
-96,086
| -46% | -$16.2M | 1.37% | 24 |
|
|
2024
Q2 | $35.9M | Sell |
209,881
-5,980
| -3% | -$991K | 2.61% | 10 |
|
|
2024
Q1 | $34.1M | Sell |
215,861
-9,386
| -4% | -$1.46M | 2.48% | 13 |
|
|
2023
Q4 | $28.3M | Buy |
225,247
+934
| +0.4% | +$126K | 2.59% | 11 |
|
|
2023
Q3 | $28M | Buy |
224,313
+4,665
| +2% | +$615K | 2.69% | 12 |
|
|
2023
Q2 | $30.1M | Buy |
219,648
+216,886
| +7,852% | +$29.1M | 2.77% | 11 |
|
|
2023
Q1 | $378K | Buy |
2,762
+76
| +3% | +$9.69K | 0.04% | 146 |
|
|
2022
Q4 | $323K | Buy |
+2,686
| New | +$310K | 0.03% | 152 |
|
|
2022
Q1 | – | Sell |
-6,928
| Closed | -$874K | – | 195 |
|
|
2021
Q4 | $874K | Buy |
+6,928
| New | +$863K | 0.06% | 136 |
|
|
2020
Q4 | – | Sell |
-3,132
| Closed | -$263K | – | 178 |
|
|
2020
Q3 | $263K | Sell |
3,132
-2,847
| -48% | -$222K | 0.03% | 139 |
|
|
2020
Q2 | $427K | Buy |
+5,979
| New | +$432K | 0.04% | 138 |
|
|
2019
Q4 | – | Sell |
-5,884
| Closed | -$415K | – | 181 |
|
|
2019
Q3 | $415K | Sell |
5,884
-5,979
| -50% | -$425K | 0.04% | 140 |
|
|
2019
Q2 | $808K | Buy |
+11,863
| New | +$786K | 0.08% | 114 |
|
|
2018
Q4 | – | Sell |
-5,446
| Closed | -$288K | – | 196 |
|
|
2018
Q3 | $288K | Hold |
5,446
| – | – | 0.03% | 162 |
|
|
2018
Q2 | $255K | Buy |
+5,446
| New | +$250K | 0.03% | 173 |
|
|
2017
Q4 | – | Sell |
-8,617
| Closed | -$458K | – | 65 |
|
|
2017
Q3 | $458K | Buy |
+8,617
| New | +$460K | 0.06% | 55 |
|
|
2013
Q4 | – | Sell |
-8,069
| Closed | -$327K | – | 57 |
|
|
2013
Q3 | $327K | Buy |
8,069
+378
| +5% | +$15K | 0.04% | 51 |
|
|
2013
Q2 | $291K | Buy |
+7,691
| New | +$298K | 0.04% | 55 |
|
Other funds holding TRI
TWC
TFHU
VCM
LFC
Cumberland Partners's TRI Position: Q1 2026 in Review
Cumberland Partners sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 18,728 shares — an estimated $2.51M sold.
Cumberland Partners first reported a position in TRI in Q2 2013 and held it in 23 quarters. The position peaked at $35.9M in Q2 2024. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.
- Cumberland Partners reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
- Cumberland Partners sold 18,728 Thomson Reuters shares in Q1 2026, an estimated $2.51M.
- Cumberland Partners first reported a position in Thomson Reuters in Q2 2013 and held it in 23 quarters.
- Cumberland Partners's Thomson Reuters position peaked at $35.9M in Q2 2024.
- 467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.
Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.