Echo Street Capital Management’s Thomson Reuters TRI Stock Holding History

Echo Street Capital 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
2022 Q4	–	Sell	-12,652	Closed	-$1.37M	–	649
2022 Q3	$1.37M	Sell	12,652 -5,643	-31%	-$654K	0.01%	126
2022 Q2	$2.01M	Sell	18,295 -25,624	-58%	-$2.71M	0.02%	117
2022 Q1	$5.04M	Sell	43,919 -17,054	-28%	-$1.9M	0.04%	112
2021 Q4	$7.68M	Buy	60,973 +54,895	+903%	+$6.84M	0.05%	123
2021 Q3	$708K	Sell	6,078 -289,199	-98%	-$33.7M	0.01%	327
2021 Q2	$30.9M	Sell	295,277 -774,535	-72%	-$77.6M	0.24%	91
2021 Q1	$98.7M	Buy	1,069,812 +207,469	+24%	+$18.5M	0.88%	53
2020 Q4	$74.4M	Buy	862,343 +1,890	+0.2%	+$162K	0.74%	69
2020 Q3	$72.3M	Sell	860,453 -402,994	-32%	-$31.4M	1.24%	27
2020 Q2	$90.5M	Buy	1,263,447 +975,955	+339%	+$70.6M	1.07%	21
2020 Q1	$20.6M	Buy	+287,492	New	+$22.4M	0.44%	85
2018 Q2	–	Sell	-199,152	Closed	-$8.93M	–	176
2018 Q1	$8.93M	Buy	+199,152	New	+$9.52M	0.26%	112

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JFL

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

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

Echo Street Capital Management's TRI Position: Q4 2022 in Review

Echo Street Capital Management sold out of Thomson Reuters (TRI) in Q4 2022, closing a stake of 12,652 shares — an estimated $1.37M sold.

Echo Street Capital Management first reported a position in TRI in Q1 2018 and held it in 12 quarters. The position peaked at $98.7M in Q1 2021. 397 funds tracked by Wall St. Rank hold TRI as of Q4 2022.

Echo Street Capital Management reported no remaining Thomson Reuters position as of Q4 2022 after selling out during the quarter.
Echo Street Capital Management sold 12,652 Thomson Reuters shares in Q4 2022, an estimated $1.37M.
Echo Street Capital Management first reported a position in Thomson Reuters in Q1 2018 and held it in 12 quarters.
Echo Street Capital Management's Thomson Reuters position peaked at $98.7M in Q1 2021.
397 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2022.

Based on Echo Street Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.