Mawer Investment Management
TRI icon

Mawer Investment Management’s Thomson Reuters TRI Stock Holding History

Mawer 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
2019
Q3 		– Sell
-2,891,911
Closed -$197M – 111
2019
Q2 		$197M Buy
2,891,911
+57,557
+2% +$3.81M 1.27% 30
2019
Q1 		$177M Sell
2,834,354
-487,650
-15% -$27.2M 1.26% 34
2018
Q4 		$170M Sell
3,322,004
-7,042
-0.2% -$377K 1.41% 27
2018
Q3 		$177M Buy
3,329,046
+297,778
+10% +$14.9M 1.33% 28
2018
Q2 		$142M Buy
3,031,268
+521,215
+21% +$24M 1.15% 38
2018
Q1 		$112M Buy
2,510,053
+162,998
+7% +$7.79M 0.94% 42
2017
Q4 		$119M Buy
2,347,055
+46,988
+2% +$2.46M 0.98% 42
2017
Q3 		$123M Buy
2,300,067
+62,631
+3% +$3.34M 1.04% 35
2017
Q2 		$120M Buy
2,237,436
+111,804
+5% +$5.73M 1.11% 35
2017
Q1 		$107M Sell
2,125,632
-43,594
-2% -$2.23M 1.03% 36
2016
Q4 		$110M Buy
2,169,226
+51,422
+2% +$2.51M 1.13% 35
2016
Q3 		$101M Buy
+2,117,804
New +$103M 1.06% 35
2016
Q2 		– Sell
-2,028,745
Closed -$95.1M – 99
2016
Q1 		$95.1M Buy
2,028,745
+57,179
+3% +$2.46M 1.1% 34
2015
Q4 		$86.6M Buy
1,971,566
+24,674
+1% +$1.15M 1.11% 34
2015
Q3 		$91.2M Buy
1,946,892
+123,511
+7% +$5.63M 1.25% 28
2015
Q2 		$80.7M Sell
1,823,381
-119,811
-6% -$5.61M 1.03% 37
2015
Q1 		$94.4M Buy
1,943,192
+13,986
+0.7% +$642K 1.21% 31
2014
Q4 		$93.4M Sell
1,929,206
-73,245
-4% -$3.24M 1.21% 32
2014
Q3 		$84.6M Sell
2,002,451
-53,558
-3% -$2.32M 1.13% 37
2014
Q2 		$86.8M Sell
2,056,009
-33,188
-2% -$1.36M 1.15% 34
2014
Q1 		$82.9M Buy
2,089,197
+8,116
+0.4% +$333K 1.18% 36
2013
Q4 		$91.2M Buy
2,081,081
+8,005
+0.4% +$342K 1.33% 27
2013
Q3 		$84.2M Buy
+2,073,076
New +$82.4M 1.35% 23

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mawer Investment Management's TRI Position: Q3 2019 in Review

Mawer Investment Management sold out of Thomson Reuters (TRI) in Q3 2019, closing a stake of 2,891,911 shares — an estimated $197M sold.

Mawer Investment Management first reported a position in TRI in Q3 2013 and held it in 23 quarters. The position peaked at $197M in Q2 2019. 312 funds tracked by Wall St. Rank hold TRI as of Q3 2019.

  • Mawer Investment Management reported no remaining Thomson Reuters position as of Q3 2019 after selling out during the quarter.
  • Mawer Investment Management sold 2,891,911 Thomson Reuters shares in Q3 2019, an estimated $197M.
  • Mawer Investment Management first reported a position in Thomson Reuters in Q3 2013 and held it in 23 quarters.
  • Mawer Investment Management's Thomson Reuters position peaked at $197M in Q2 2019.
  • 312 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2019.

Based on Mawer Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.