EAMA
TRI icon

EFG Asset Management (Americas)’s Thomson Reuters TRI Stock Holding History

EFG Asset Management (Americas)’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 		$1.84M Sell
11,682
-1,130
-9% -$211K 0.32% 95
2025
Q2 		$2.62M Sell
12,812
-3,916
-23% -$746K 0.48% 65
2025
Q1 		$2.94M Buy
16,728
+284
+2% +$49K 0.59% 52
2024
Q4 		$2.68M Buy
16,444
+316
+2% +$53.2K 0.52% 64
2024
Q3 		$2.79M Sell
16,128
-117
-0.7% -$19.7K 0.55% 60
2024
Q2 		$2.78M Buy
16,245
+6,424
+65% +$1.06M 0.55% 56
2024
Q1 		$1.55M Sell
9,821
-5,685
-37% -$885K 0.47% 63
2023
Q4 		$2.3M Sell
15,506
-313
-2% -$42.3K 0.5% 68
2023
Q3 		$1.97M Sell
15,819
-297
-2% -$39.1K 0.47% 63
2023
Q2 		$2.21M Buy
16,116
+579
+4% +$77.7K 0.51% 63
2023
Q1 		$2.13M Buy
15,537
+172
+1% +$21.9K 0.51% 68
2022
Q4 		$1.85M Buy
15,365
+650
+4% +$74.9K 0.46% 68
2022
Q3 		$1.59M Buy
14,715
+84
+0.6% +$9.74K 0.4% 74
2022
Q2 		$1.61M Buy
14,631
+1,640
+13% +$174K 0.38% 67
2022
Q1 		$1.49M Sell
12,991
-1,658
-11% -$185K 0.28% 79
2021
Q4 		$1.85M Sell
14,649
-1,871
-11% -$233K 0.31% 73
2021
Q3 		$1.92M Buy
16,520
+669
+4% +$78K 0.34% 74
2021
Q2 		$1.66M Buy
15,851
+495
+3% +$49.6K 0.31% 79
2021
Q1 		$1.42M Sell
15,356
-1,292
-8% -$115K 0.29% 83
2020
Q4 		$1.44M Buy
16,648
+2,650
+19% +$227K 0.29% 84
2020
Q3 		$1.18M Buy
+13,998
New +$1.09M 0.26% 86

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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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

EFG Asset Management (Americas)'s TRI Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its Thomson Reuters (TRI) stake by 8.8% in Q3 2025, selling an estimated $211K and leaving 11,682 shares worth $1.84M. The position accounts for 0.32% of the portfolio, ranked #95.

EFG Asset Management (Americas) first reported a position in TRI in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.94M in Q1 2025. 521 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • EFG Asset Management (Americas) held 11,682 shares of Thomson Reuters worth $1.84M as of Q3 2025.
  • EFG Asset Management (Americas) sold 1,130 Thomson Reuters shares in Q3 2025, an estimated $211K.
  • Thomson Reuters made up 0.32% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #95 holding.
  • EFG Asset Management (Americas) first reported a position in Thomson Reuters in Q3 2020 and has held it in 21 quarters since.
  • EFG Asset Management (Americas)'s Thomson Reuters position peaked at $2.94M in Q1 2025.
  • 521 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.