HBW
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Hazlett, Burt & Watson’s Thomson Reuters TRI Stock Holding History

Hazlett, Burt & Watson’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
2023
Q3 		– Sell
-4
Closed -$1K – 755
2023
Q2 		$1K Buy
+4
New +$537 ﹤0.01% 660

Other funds holding TRI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Hazlett, Burt & Watson's TRI Position: Q3 2023 in Review

Hazlett, Burt & Watson sold out of Thomson Reuters (TRI) in Q3 2023, closing a stake of 4 shares — an estimated $1K sold.

Hazlett, Burt & Watson first reported a position in TRI in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 400 funds tracked by Wall St. Rank hold TRI as of Q3 2023.

  • Hazlett, Burt & Watson reported no remaining Thomson Reuters position as of Q3 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 4 Thomson Reuters shares in Q3 2023, an estimated $1K.
  • Hazlett, Burt & Watson first reported a position in Thomson Reuters in Q2 2023 and held it in 1 quarter.
  • Hazlett, Burt & Watson's Thomson Reuters position peaked at $1K in Q2 2023.
  • 400 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2023, filed 2 Nov 2023.