GI
TRI icon

Gradient Investments’s Thomson Reuters TRI Stock Holding History

Gradient Investments’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
-18
Closed -$2K – 1662
2022
Q3 		$2K Buy
+18
New +$2.09K ﹤0.01% 1171
2020
Q2 		– Sell
-14
Closed -$1K – 1200
2020
Q1 		$1K Sell
14
-142
-91% -$11.1K ﹤0.01% 1045
2019
Q4 		$12K Buy
156
+109
+232% +$7.94K ﹤0.01% 655
2019
Q3 		$3K Sell
47
-94
-67% -$6.67K ﹤0.01% 893
2019
Q2 		$10K Sell
141
-95
-40% -$6.29K ﹤0.01% 655
2019
Q1 		$15K Sell
236
-36,840
-99% -$2.06M ﹤0.01% 491
2018
Q4 		$1.89M Sell
37,076
-13,837
-27% -$742K 0.11% 102
2018
Q3 		$2.7M Buy
50,913
+191
+0.4% +$9.56K 0.14% 96
2018
Q2 		$2.37M Buy
50,722
+7,246
+17% +$333K 0.13% 101
2018
Q1 		$1.95M Buy
43,476
+43,461
+289,740% +$2.08M 0.11% 118
2017
Q4 		$1K Buy
+15
New +$784 ﹤0.01% 958
2017
Q3 		– Sell
-15
Closed -$1K – 670
2017
Q2 		$1K Hold
15
– – ﹤0.01% 761
2017
Q1 		$1K Hold
15
– – ﹤0.01% 736
2016
Q4 		$1K Hold
15
– – ﹤0.01% 699
2016
Q3 		$1K Hold
15
– – ﹤0.01% 672
2016
Q2 		$1K Sell
15
-121
-89% -$5.76K ﹤0.01% 677
2016
Q1 		$6K Buy
136
+93
+216% +$4K ﹤0.01% 509
2015
Q4 		$2K Hold
43
– – ﹤0.01% 597
2015
Q3 		$2K Hold
43
– – ﹤0.01% 522
2015
Q2 		$2K Hold
43
– – ﹤0.01% 539
2015
Q1 		$2K Sell
43
-73,835
-100% -$3.39M ﹤0.01% 557
2014
Q4 		$3.46M Buy
73,878
+8,728
+13% +$387K 0.57% 39
2014
Q3 		$2.75M Buy
65,150
+7,258
+13% +$314K 0.5% 58
2014
Q2 		$2.44M Buy
57,892
+9,012
+18% +$369K 0.48% 65
2014
Q1 		$1.94M Buy
48,880
+5,704
+13% +$234K 0.45% 71
2013
Q4 		$1.9M Buy
43,176
+6,084
+16% +$260K 0.5% 44
2013
Q3 		$1.51M Buy
37,092
+6,500
+21% +$259K 0.47% 50
2013
Q2 		$1.16M Buy
+30,592
New +$1.18M 0.43% 66

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Gradient Investments's TRI Position: Q4 2022 in Review

Gradient Investments sold out of Thomson Reuters (TRI) in Q4 2022, closing a stake of 18 shares — an estimated $2K sold.

Gradient Investments first reported a position in TRI in Q2 2013 and held it in 28 quarters. The position peaked at $3.46M in Q4 2014. 396 funds tracked by Wall St. Rank hold TRI as of Q4 2022.

  • Gradient Investments reported no remaining Thomson Reuters position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 18 Thomson Reuters shares in Q4 2022, an estimated $2K.
  • Gradient Investments first reported a position in Thomson Reuters in Q2 2013 and held it in 28 quarters.
  • Gradient Investments's Thomson Reuters position peaked at $3.46M in Q4 2014.
  • 396 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.