EARNEST Partners’s Thomson Reuters TRI Stock Holding History

EARNEST Partners’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
2023 Q4	–	Sell	-25	Closed	-$4.15K	–	1014
2023 Q3	$4.15K	Hold	25	–	–	﹤0.01%	854
2023 Q2	$4.47K	Hold	25	–	–	﹤0.01%	836
2023 Q1	$3.38K	Hold	25	–	–	﹤0.01%	884
2022 Q4	$4.02K	Hold	25	–	–	﹤0.01%	848
2022 Q3	$3K	Hold	25	–	–	﹤0.01%	925
2022 Q2	$3K	Hold	25	–	–	﹤0.01%	944
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	972
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	985
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	984
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	995
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	1066
2020 Q4	$2K	Hold	25	–	–	﹤0.01%	1045
2020 Q3	$2K	Hold	25	–	–	﹤0.01%	995
2020 Q2	$2K	Hold	25	–	–	﹤0.01%	973
2020 Q1	$2K	Hold	25	–	–	﹤0.01%	921
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	1031
2019 Q3	$2K	Hold	25	–	–	﹤0.01%	1017
2019 Q2	$2K	Hold	25	–	–	﹤0.01%	1028
2019 Q1	$2K	Hold	25	–	–	﹤0.01%	1036
2018 Q4	$1K	Buy	+25	New	+$1.34K	﹤0.01%	1129
2017 Q1	–	Sell	-260	Closed	-$13K	–	842
2016 Q4	$13K	Buy	+260	New	+$12.7K	﹤0.01%	475

Other funds holding TRI

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

EARNEST Partners's TRI Position: Q4 2023 in Review

EARNEST Partners sold out of Thomson Reuters (TRI) in Q4 2023, closing a stake of 25 shares — an estimated $4.15K sold.

EARNEST Partners first reported a position in TRI in Q4 2016 and held it in 21 quarters. The position peaked at $13K in Q4 2016. 439 funds tracked by Wall St. Rank hold TRI as of Q4 2023.

EARNEST Partners reported no remaining Thomson Reuters position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 25 Thomson Reuters shares in Q4 2023, an estimated $4.15K.
EARNEST Partners first reported a position in Thomson Reuters in Q4 2016 and held it in 21 quarters.
EARNEST Partners's Thomson Reuters position peaked at $13K in Q4 2016.
439 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.