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Grassi Investment Management’s Telus TU Stock Holding History

Grassi Investment Management’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
2024
Q4 		– Sell
-14,050
Closed -$236K – 135
2024
Q3 		$236K Sell
14,050
-4,900
-26% -$79.2K 0.02% 117
2024
Q2 		$287K Sell
18,950
-25,200
-57% -$406K 0.03% 115
2024
Q1 		$707K Sell
44,150
-3,350
-7% -$58.6K 0.06% 88
2023
Q4 		$845K Sell
47,500
-300
-0.6% -$5.19K 0.09% 79
2023
Q3 		$781K Sell
47,800
-3,700
-7% -$65.2K 0.09% 82
2023
Q2 		$1M Sell
51,500
-600
-1% -$12.1K 0.11% 76
2023
Q1 		$1.03M Sell
52,100
-3,100
-6% -$63K 0.13% 74
2022
Q4 		$1.07M Sell
55,200
-1,400
-2% -$28.9K 0.14% 72
2022
Q3 		$1.12M Sell
56,600
-70,100
-55% -$1.57M 0.16% 74
2022
Q2 		$2.82M Sell
126,700
-1,300
-1% -$32.1K 0.37% 63
2022
Q1 		$3.35M Buy
128,000
+3,950
+3% +$97.6K 0.35% 64
2021
Q4 		$2.92M Buy
124,050
+14,650
+13% +$335K 0.29% 68
2021
Q3 		$2.4M Buy
+109,400
New +$2.47M 0.27% 70

Other funds holding TU

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Grassi Investment Management's TU Position: Q4 2024 in Review

Grassi Investment Management sold out of Telus (TU) in Q4 2024, closing a stake of 14,050 shares — an estimated $236K sold.

Grassi Investment Management first reported a position in TU in Q3 2021 and held it in 13 quarters. The position peaked at $3.35M in Q1 2022. 290 funds tracked by Wall St. Rank hold TU as of Q4 2024.

  • Grassi Investment Management reported no remaining Telus position as of Q4 2024 after selling out during the quarter.
  • Grassi Investment Management sold 14,050 Telus shares in Q4 2024, an estimated $236K.
  • Grassi Investment Management first reported a position in Telus in Q3 2021 and held it in 13 quarters.
  • Grassi Investment Management's Telus position peaked at $3.35M in Q1 2022.
  • 290 funds tracked by Wall St. Rank held Telus as of Q4 2024.

Based on Grassi Investment Management's 13F filing for Q4 2024, filed 13 Jan 2025.