Mirova’s Telus TU Stock Holding History

Mirova’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
2023 Q4	–	Sell	-11,407	Closed	-$187K	–	139
2023 Q3	$187K	Sell	11,407 -2,763	-19%	-$48.7K	0.04%	91
2023 Q2	$276K	Sell	14,170 -5,850	-29%	-$118K	0.05%	114
2023 Q1	$397K	Sell	20,020 -3,538	-15%	-$71.9K	0.06%	122
2022 Q4	$454K	Sell	23,558 -1	-0%	-$21	0.07%	115
2022 Q3	$470K	Sell	23,559 -13,669	-37%	-$305K	0.08%	121
2022 Q2	$827K	Buy	+37,228	New	+$921K	0.12%	102
2020 Q4	–	Sell	-1,588	Closed	-$28K	–	223
2020 Q3	$28K	Buy	+1,588	New	+$28.2K	﹤0.01%	160

Other funds holding TU

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mirova's TU Position: Q4 2023 in Review

Mirova sold out of Telus (TU) in Q4 2023, closing a stake of 11,407 shares — an estimated $187K sold.

Mirova first reported a position in TU in Q3 2020 and held it in 7 quarters. The position peaked at $827K in Q2 2022. 314 funds tracked by Wall St. Rank hold TU as of Q4 2023.

Mirova reported no remaining Telus position as of Q4 2023 after selling out during the quarter.
Mirova sold 11,407 Telus shares in Q4 2023, an estimated $187K.
Mirova first reported a position in Telus in Q3 2020 and held it in 7 quarters.
Mirova's Telus position peaked at $827K in Q2 2022.
314 funds tracked by Wall St. Rank held Telus as of Q4 2023.

Based on Mirova's 13F filing for Q4 2023, filed 13 Feb 2024.