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Horan Capital Advisors’s Thomson Reuters TRI Stock Holding History

Horan Capital Advisors’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
2024
Q4 		– Sell
-1,980
Closed -$343K – 124
2024
Q3 		$343K Hold
1,980
– – 0.11% 94
2024
Q2 		$339K Hold
1,980
– – 0.12% 90
2024
Q1 		$313K Hold
1,980
– – 0.11% 94
2023
Q4 		$294K Hold
1,980
– – 0.11% 94
2023
Q3 		$246K Hold
1,980
– – 0.1% 97
2023
Q2 		$271K Sell
1,980
-2
-0.1% -$268 0.11% 89
2023
Q1 		$272K Hold
1,982
– – 0.11% 86
2022
Q4 		$238K Hold
1,982
– – 0.1% 86
2022
Q3 		$214K Hold
1,982
– – 0.1% 84
2022
Q2 		$218K Hold
1,982
– – 0.1% 85
2022
Q1 		$227K Hold
1,982
– – 0.09% 89
2021
Q4 		$250K Hold
1,982
– – 0.1% 84
2021
Q3 		$231K Hold
1,982
– – 0.1% 85
2021
Q2 		$207K Buy
+1,982
New +$199K 0.09% 88
2020
Q4 		– Sell
-1,982
Closed -$167K – 260
2020
Q3 		$167K Buy
+1,982
New +$154K 0.09% 90
2020
Q1 		– Sell
-603
Closed -$45K – 232
2019
Q4 		$45K Hold
603
– – 0.03% 151
2019
Q3 		$42K Buy
+603
New +$42.8K 0.03% 158
2019
Q2 		– Sell
-603
Closed -$38K – 224
2019
Q1 		$38K Buy
+603
New +$33.7K 0.02% 152
2017
Q4 		– Sell
-603
Closed -$32K – 243
2017
Q3 		$32K Buy
+603
New +$32.2K 0.02% 187
2014
Q1 		– Sell
-32,348
Closed -$1.42M – 76
2013
Q4 		$1.42M Sell
32,348
-6,463
-17% -$276K 1.45% 32
2013
Q3 		$1.58M Buy
38,811
+2,749
+8% +$109K 1.88% 16
2013
Q2 		$1.36M Buy
+36,062
New +$1.4M 2.07% 9

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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 $43.4B AUM 51.29% 1-Year Est. Return

Horan Capital Advisors's TRI Position: Q4 2024 in Review

Horan Capital Advisors sold out of Thomson Reuters (TRI) in Q4 2024, closing a stake of 1,980 shares — an estimated $343K sold.

Horan Capital Advisors first reported a position in TRI in Q2 2013 and held it in 22 quarters. The position peaked at $1.58M in Q3 2013. 484 funds tracked by Wall St. Rank hold TRI as of Q4 2024.

  • Horan Capital Advisors reported no remaining Thomson Reuters position as of Q4 2024 after selling out during the quarter.
  • Horan Capital Advisors sold 1,980 Thomson Reuters shares in Q4 2024, an estimated $343K.
  • Horan Capital Advisors first reported a position in Thomson Reuters in Q2 2013 and held it in 22 quarters.
  • Horan Capital Advisors's Thomson Reuters position peaked at $1.58M in Q3 2013.
  • 484 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2024.

Based on Horan Capital Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.