LPL Financial’s Shaw Communications Inc. SJR Stock Holding History

LPL Financial’s Portfolio SJR Stock Details SJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-36,684	Closed	-$1.14M	–	4565
2022 Q1	$1.14M	Buy	36,684 +712	+2%	+$21.4K	﹤0.01%	2499
2021 Q4	$1.09M	Buy	35,972 +1,908	+6%	+$55.8K	﹤0.01%	2579
2021 Q3	$989K	Buy	+34,064	New	+$987K	﹤0.01%	2625
2017 Q4	–	Sell	-68,771	Closed	-$1.58M	–	3089
2017 Q3	$1.58M	Buy	68,771 +2,194	+3%	+$48.7K	0.01%	1123
2017 Q2	$1.45M	Buy	66,577 +4,266	+7%	+$91.7K	0.01%	1132
2017 Q1	$1.29M	Buy	+62,311	New	+$1.31M	0.01%	1090
2015 Q1	–	Sell	-16,111	Closed	-$435K	–	2870
2014 Q4	$435K	Buy	+16,111	New	+$419K	﹤0.01%	1874

Other funds holding SJR

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

LPL Financial's SJR Position: Q2 2022 in Review

LPL Financial sold out of Shaw Communications Inc. (SJR) in Q2 2022, closing a stake of 36,684 shares — an estimated $1.14M sold.

LPL Financial first reported a position in SJR in Q4 2014 and held it in 7 quarters. The position peaked at $1.58M in Q3 2017. 224 funds tracked by Wall St. Rank hold SJR as of Q2 2022.

LPL Financial reported no remaining Shaw Communications Inc. position as of Q2 2022 after selling out during the quarter.
LPL Financial sold 36,684 Shaw Communications Inc. shares in Q2 2022, an estimated $1.14M.
LPL Financial first reported a position in Shaw Communications Inc. in Q4 2014 and held it in 7 quarters.
LPL Financial's Shaw Communications Inc. position peaked at $1.58M in Q3 2017.
224 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q2 2022.

Based on LPL Financial's 13F filing for Q2 2022, filed 12 Aug 2022.