Ellis Investment Partners’s Telus TU Stock Holding History

Ellis Investment Partners’s Portfolio TU Stock Details TU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-416	Closed	-$8K	–	705
2022 Q3	$8K	Hold	416	–	–	﹤0.01%	607
2022 Q2	$9K	Sell	416 -416	-50%	-$10.3K	﹤0.01%	602
2022 Q1	$21K	Hold	832	–	–	0.01%	522
2021 Q4	$19K	Hold	832	–	–	﹤0.01%	548
2021 Q3	$18K	Hold	832	–	–	﹤0.01%	532
2021 Q2	$18K	Hold	832	–	–	﹤0.01%	535
2021 Q1	$17K	Hold	832	–	–	﹤0.01%	521
2020 Q4	$16K	Hold	832	–	–	﹤0.01%	511
2020 Q3	$14K	Hold	832	–	–	﹤0.01%	519
2020 Q2	$13K	Hold	832	–	–	﹤0.01%	509
2020 Q1	$12K	Buy	+832	New	+$15.4K	0.01%	466

Other funds holding TU

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Ellis Investment Partners's TU Position: Q4 2022 in Review

Ellis Investment Partners sold out of Telus (TU) in Q4 2022, closing a stake of 416 shares — an estimated $8K sold.

Ellis Investment Partners first reported a position in TU in Q1 2020 and held it in 11 quarters. The position peaked at $21K in Q1 2022. 321 funds tracked by Wall St. Rank hold TU as of Q4 2022.

Ellis Investment Partners reported no remaining Telus position as of Q4 2022 after selling out during the quarter.
Ellis Investment Partners sold 416 Telus shares in Q4 2022, an estimated $8K.
Ellis Investment Partners first reported a position in Telus in Q1 2020 and held it in 11 quarters.
Ellis Investment Partners's Telus position peaked at $21K in Q1 2022.
321 funds tracked by Wall St. Rank held Telus as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.