Harbour Investments’s Thomson Reuters TRI Stock Holding History

Harbour 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
2026 Q1	$6.47K	Sell	70 -35	-33%	-$3.69K	﹤0.01%	3480
2025 Q4	$14.1K	Buy	105 +23	+28%	+$3.33K	﹤0.01%	2585
2025 Q3	$12.9K	Hold	82	–	–	﹤0.01%	2561
2025 Q2	$16.7K	Buy	82 +11	+15%	+$2.1K	﹤0.01%	2319
2025 Q1	$12.4K	Hold	71	–	–	﹤0.01%	2413
2024 Q4	$11.5K	Hold	71	–	–	﹤0.01%	2381
2024 Q3	$12.3K	Hold	71	–	–	﹤0.01%	2266
2024 Q2	$12.1K	Hold	71	–	–	﹤0.01%	2171
2024 Q1	$11.2K	Sell	71 -324	-82%	-$50.4K	﹤0.01%	2180
2023 Q4	$58.6K	Sell	395 -11	-3%	-$1.49K	﹤0.01%	1393
2023 Q3	$50.4K	Buy	406 +32	+9%	+$4.22K	﹤0.01%	1346
2023 Q2	$51.3K	Buy	374 +1	+0.3%	+$134	﹤0.01%	1357
2023 Q1	$51.2K	Buy	373 +1	+0.3%	+$127	﹤0.01%	1350
2022 Q4	$44.7K	Buy	372 +3	+0.8%	+$346	﹤0.01%	1344
2022 Q3	$41K	Hold	369	–	–	﹤0.01%	1345
2022 Q2	$41K	Buy	+369	New	+$39.1K	﹤0.01%	1345
2021 Q4	$46K	Sell	368 -61	-14%	-$7.6K	﹤0.01%	1299
2021 Q3	$50K	Sell	429 -52	-11%	-$6.06K	﹤0.01%	1777
2021 Q2	$50K	Hold	481	–	–	﹤0.01%	1820
2021 Q1	$44K	Buy	+481	New	+$42.8K	﹤0.01%	1768

Other funds holding TRI

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return