INTECH Investment Management’s Thomson Reuters TRI Stock Holding History

INTECH Investment Management’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	$1.78M	Buy	19,502 +11,624	+148%	+$1.23M	0.02%	750
2025 Q4	$1.06M	Sell	7,878 -60,997	-89%	-$8.83M	0.01%	1105
2025 Q3	$10.9M	Buy	68,875 +2,051	+3%	+$383K	0.1%	177
2025 Q2	$13.6M	Buy	66,824 +3,029	+5%	+$577K	0.13%	121
2025 Q1	$11.2M	Sell	63,795 -1,252	-2%	-$216K	0.12%	137
2024 Q4	$10.6M	Sell	65,047 -15,744	-19%	-$2.65M	0.1%	163
2024 Q3	$14M	Sell	80,791 -3,034	-4%	-$512K	0.16%	119
2024 Q2	$14.3M	Buy	83,825 +33,838	+68%	+$5.61M	0.18%	104
2024 Q1	$7.91M	Buy	+49,987	New	+$7.78M	0.11%	166

Other funds holding TRI

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return