Louisbourg Investments’s Thomson Reuters TRI Stock Holding History

Louisbourg 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	$6.56M	Buy	71,707 +58,199	+431%	+$6.14M	1.24%	23
2025 Q4	$1.81M	Buy	13,508 +9,318	+222%	+$1.35M	0.36%	85
2025 Q3	$661K	Sell	4,190 -277	-6%	-$51.7K	0.14%	93
2025 Q2	$911K	Sell	4,467 -416	-9%	-$79.2K	0.21%	89
2025 Q1	$857K	Sell	4,883 -2,818	-37%	-$487K	0.23%	86
2024 Q4	$1.26M	Sell	7,701 -305	-4%	-$51.4K	0.33%	78
2024 Q3	$1.39M	Sell	8,006 -339	-4%	-$57.2K	0.35%	72
2024 Q2	$1.43M	Sell	8,345 -3,594	-30%	-$596K	0.4%	70
2024 Q1	$1.89M	Sell	11,939 -4,522	-27%	-$704K	0.53%	61
2023 Q4	$2.46M	Buy	+16,461	New	+$2.22M	0.74%	51

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