Moody Lynn & Lieberson’s Thomson Reuters TRI Stock Holding History

Moody Lynn & Lieberson’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
2025 Q3	–	Sell	-1,169	Closed	-$239K	–	276
2025 Q2	$239K	Hold	1,169	–	–	0.01%	229
2025 Q1	$205K	Buy	+1,169	New	+$202K	0.01%	238
2024 Q4	–	Sell	-1,169	Closed	-$203K	–	260
2024 Q3	$203K	Hold	1,169	–	–	0.01%	250
2024 Q2	$200K	Buy	+1,169	New	+$194K	0.01%	231
2022 Q1	–	Sell	-1,703	Closed	-$215K	–	255
2021 Q4	$215K	Buy	+1,703	New	+$212K	0.01%	222

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

SFC

SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Moody Lynn & Lieberson's TRI Position: Q3 2025 in Review

Moody Lynn & Lieberson sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,169 shares — an estimated $239K sold.

Moody Lynn & Lieberson first reported a position in TRI in Q4 2021 and held it in 5 quarters. The position peaked at $239K in Q2 2025. 521 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Moody Lynn & Lieberson reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
Moody Lynn & Lieberson sold 1,169 Thomson Reuters shares in Q3 2025, an estimated $239K.
Moody Lynn & Lieberson first reported a position in Thomson Reuters in Q4 2021 and held it in 5 quarters.
Moody Lynn & Lieberson's Thomson Reuters position peaked at $239K in Q2 2025.
521 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2025, filed 20 Oct 2025.