Gries Financial’s Telus TU Stock Holding History

Gries Financial’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
2023 Q4	–	Sell	-117,856	Closed	-$1.93M	–	224
2023 Q3	$1.93M	Sell	117,856 -1,470	-1%	-$25.9K	0.52%	50
2023 Q2	$2.32M	Sell	119,326 -378	-0.3%	-$7.61K	0.64%	40
2023 Q1	$2.38M	Sell	119,704 -4,951	-4%	-$101K	0.7%	40
2022 Q4	$2.41M	Buy	124,655 +76,635	+160%	+$1.58M	0.8%	43
2022 Q3	$954K	Buy	48,020 +2,361	+5%	+$52.7K	0.4%	77
2022 Q2	$1.02M	Sell	45,659 -15,799	-26%	-$391K	0.48%	60
2022 Q1	$1.61M	Buy	61,458 +23,031	+60%	+$569K	0.59%	54
2021 Q4	$906K	Buy	+38,427	New	+$879K	0.37%	71

Other funds holding TU

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Gries Financial's TU Position: Q4 2023 in Review

Gries Financial sold out of Telus (TU) in Q4 2023, closing a stake of 117,856 shares — an estimated $1.93M sold.

Gries Financial first reported a position in TU in Q4 2021 and held it in 8 quarters. The position peaked at $2.41M in Q4 2022. 314 funds tracked by Wall St. Rank hold TU as of Q4 2023.

Gries Financial reported no remaining Telus position as of Q4 2023 after selling out during the quarter.
Gries Financial sold 117,856 Telus shares in Q4 2023, an estimated $1.93M.
Gries Financial first reported a position in Telus in Q4 2021 and held it in 8 quarters.
Gries Financial's Telus position peaked at $2.41M in Q4 2022.
314 funds tracked by Wall St. Rank held Telus as of Q4 2023.

Based on Gries Financial's 13F filing for Q4 2023, filed 13 Feb 2024.