Lorne Steinberg Wealth Management’s Telus TU Stock Holding History

Lorne Steinberg Wealth Management’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
2026 Q1	$4.93M	Buy	383,388 +20,131	+6%	+$273K	1.17%	38
2025 Q4	$4.79M	Sell	363,257 -8,779	-2%	-$124K	1.1%	41
2025 Q3	$5.86M	Buy	372,036 +20,101	+6%	+$326K	1.41%	35
2025 Q2	$5.66M	Buy	351,935 +3,765	+1%	+$58.4K	1.48%	32
2025 Q1	$5M	Buy	348,170 +22,522	+7%	+$330K	1.46%	35
2024 Q4	$4.41M	Buy	325,648 +45,145	+16%	+$696K	1.28%	38
2024 Q3	$4.71M	Buy	280,503 +30,422	+12%	+$491K	1.36%	38
2024 Q2	$3.78M	Sell	250,081 -3,757	-1%	-$60.5K	1.22%	39
2024 Q1	$4.06M	Buy	253,838 +3,451	+1%	+$60.4K	1.27%	39
2023 Q4	$4.46M	Buy	250,387 +12,095	+5%	+$209K	1.5%	33
2023 Q3	$3.91M	Buy	238,292 +37,690	+19%	+$664K	1.5%	35
2023 Q2	$3.91M	Buy	200,602 +15,537	+8%	+$313K	1.47%	37
2023 Q1	$3.67M	Buy	185,065 +35,355	+24%	+$719K	1.47%	39
2022 Q4	$2.89M	Buy	149,710 +465	+0.3%	+$9.6K	1.24%	40
2022 Q3	$2.99M	Buy	149,245 +17,693	+13%	+$395K	1.45%	36
2022 Q2	$2.93M	Sell	131,552 -7,767	-6%	-$192K	1.38%	39
2022 Q1	$3.64M	Buy	+139,319	New	+$3.44M	1.68%	33
2021 Q4	–	Sell	-129,488	Closed	-$2.83M	–	67
2021 Q3	$2.83M	Buy	129,488 +13,800	+12%	+$311K	1.37%	36
2021 Q2	$2.6M	Buy	115,688 +17,420	+18%	+$378K	1.28%	38
2021 Q1	$1.96M	Buy	98,268 +28,358	+41%	+$589K	1.04%	39
2020 Q4	$1.43M	Buy	+69,910	New	+$1.32M	0.89%	42

Other funds holding TU

Royal Bank of Canada

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

Bank of Montreal

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return