Metis Global Partners’s Thomson Reuters TRI Stock Holding History

Metis Global Partners’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	$628K	Sell	6,874 -1,295	-16%	-$137K	0.02%	543
2025 Q4	$1.09M	Sell	8,169 -2,768	-25%	-$401K	0.03%	438
2025 Q3	$1.72M	Sell	10,937 -201	-2%	-$37.5K	0.04%	357
2025 Q2	$2.27M	Buy	11,138 +276	+3%	+$52.6K	0.06%	280
2025 Q1	$1.9M	Buy	10,862 +393	+4%	+$67.8K	0.05%	319
2024 Q4	$1.71M	Sell	10,469 -674	-6%	-$114K	0.05%	321
2024 Q3	$1.93M	Buy	11,143 +10	+0.1%	+$1.69K	0.06%	294
2024 Q2	$1.91M	Buy	11,133 +574	+5%	+$95.1K	0.07%	254
2024 Q1	$1.67M	Buy	10,559 +510	+5%	+$79.3K	0.06%	297
2023 Q4	$1.49M	Buy	10,049 +1,214	+14%	+$164K	0.06%	311
2023 Q3	$1.1M	Sell	8,835 -173	-2%	-$22.8K	0.05%	359
2023 Q2	$1.24M	Buy	9,008 +1,392	+18%	+$187K	0.07%	313
2023 Q1	$1.04M	Buy	7,616 +7	+0.1%	+$892	0.07%	316
2022 Q4	$915K	Buy	7,609 +2,438	+47%	+$281K	0.08%	278
2022 Q3	$559K	Sell	5,171 -786	-13%	-$91.1K	0.09%	263
2022 Q2	$655K	Buy	5,957 +47	+0.8%	+$4.98K	0.1%	220
2022 Q1	$676K	Buy	+5,910	New	+$660K	0.08%	224

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