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Montrusco Bolton Investments’s Thomson Reuters TRI Stock Holding History

Montrusco Bolton 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 		– Sell
-28,593
Closed -$3.84M – 80
2025
Q4 		$3.84M Sell
28,593
-8,492
-23% -$1.23M 0.05% 69
2025
Q3 		$5.85M Buy
37,085
+6,241
+20% +$1.16M 0.07% 70
2025
Q2 		$6.29M Sell
30,844
-1,473
-5% -$281K 0.07% 68
2025
Q1 		$5.66M Sell
32,317
-328
-1% -$56.6K 0.07% 55
2024
Q4 		$5.32M Sell
32,645
-2,844
-8% -$479K 0.06% 54
2024
Q3 		$6.16M Sell
35,489
-19,136
-35% -$3.23M 0.06% 52
2024
Q2 		$9.35M Sell
54,625
-2,023
-4% -$335K 0.1% 50
2024
Q1 		$8.96M Sell
56,648
-203
-0.4% -$31.6K 0.1% 50
2023
Q4 		$8.48M Buy
56,851
+1,568
+3% +$212K 0.11% 51
2023
Q3 		$6.9M Sell
55,283
-2,343
-4% -$309K 0.1% 52
2023
Q2 		$7.91M Sell
57,626
-26,501
-32% -$3.56M 0.12% 49
2023
Q1 		$11.5M Sell
84,127
-127,506
-60% -$16.3M 0.24% 45
2022
Q4 		$25.4M Sell
211,633
-2,208
-1% -$254K 0.59% 42
2022
Q3 		$23.3M Sell
213,841
-4,623
-2% -$536K 0.61% 42
2022
Q2 		$23.9M Sell
218,464
-8,708
-4% -$922K 0.64% 42
2022
Q1 		$26M Buy
227,172
+40,830
+22% +$4.56M 0.6% 44
2021
Q4 		$23.5M Sell
186,342
-27,828
-13% -$3.47M 0.55% 45
2021
Q3 		$24.9M Sell
214,170
-89,634
-30% -$10.4M 0.68% 41
2021
Q2 		$31.8M Sell
303,804
-7,111
-2% -$713K 0.96% 37
2021
Q1 		$28.7M Sell
310,915
-186,364
-37% -$16.6M 0.94% 40
2020
Q4 		$42.8M Sell
497,279
-183,305
-27% -$15.7M 1.88% 27
2020
Q3 		$57M Buy
680,584
+14,276
+2% +$1.11M 2.87% 11
2020
Q2 		$49M Sell
666,308
-381,679
-36% -$27.6M 2.8% 12
2020
Q1 		$74.4M Buy
1,047,987
+598,401
+133% +$46.6M 5.86% 4
2019
Q4 		$33.9M Buy
449,586
+262,980
+141% +$19.2M 1.95% 17
2019
Q3 		$13.2M Buy
186,606
+19,021
+11% +$1.35M 0.78% 42
2019
Q2 		$11.4M Sell
167,585
-6,724
-4% -$445K 0.74% 41
2019
Q1 		$11.3M Sell
174,309
-39,442
-18% -$2.2M 0.72% 41
2018
Q4 		$10.9M Buy
213,751
+12,110
+6% +$649K 0.73% 40
2018
Q3 		$10.7M Sell
201,641
-2,967
-1% -$149K 0.65% 41
2018
Q2 		$9.58M Sell
204,608
-3,942
-2% -$181K 0.66% 36
2018
Q1 		$9.35M Sell
208,550
-72,943
-26% -$3.49M 0.68% 36
2017
Q4 		$14.3M Sell
281,493
-1,266,765
-82% -$66.2M 0.78% 29
2017
Q3 		$82.2M Sell
1,548,258
-61,427
-4% -$3.28M 4.35% 5
2017
Q2 		$86.4M Buy
1,609,685
+183,185
+13% +$9.39M 4.75% 5
2017
Q1 		$71.4M Sell
1,426,500
-773,263
-35% -$39.5M 4.04% 6
2016
Q4 		$112M Sell
2,199,763
-74,558
-3% -$3.64M 6.15% 5
2016
Q3 		$109M Buy
2,274,321
+386,252
+20% +$18.7M 6.72% 4
2016
Q2 		$88.2M Buy
1,888,069
+1,479,212
+362% +$70.5M 5.63% 5
2016
Q1 		$19.3M Buy
+408,857
New +$17.6M 1.6% 17
2015
Q1 		– Sell
-21,051
Closed -$989K – 101
2014
Q4 		$989K Buy
+21,051
New +$932K 0.07% 62
2014
Q1 		– Sell
-28,841
Closed -$1.26M – 94
2013
Q4 		$1.26M Buy
+28,841
New +$1.23M 0.09% 66

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

Montrusco Bolton Investments's TRI Position: Q1 2026 in Review

Montrusco Bolton Investments sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 28,593 shares — an estimated $3.84M sold.

Montrusco Bolton Investments first reported a position in TRI in Q4 2013 and held it in 42 quarters. The position peaked at $112M in Q4 2016. 471 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Montrusco Bolton Investments reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • Montrusco Bolton Investments sold 28,593 Thomson Reuters shares in Q1 2026, an estimated $3.84M.
  • Montrusco Bolton Investments first reported a position in Thomson Reuters in Q4 2013 and held it in 42 quarters.
  • Montrusco Bolton Investments's Thomson Reuters position peaked at $112M in Q4 2016.
  • 471 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Montrusco Bolton Investments's 13F filing for Q1 2026, filed 28 Apr 2026.