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Morningstar Investment Services’s Telus TU Stock Holding History

Morningstar Investment Services’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
-250,534
Closed -$4.11M – 409
2023
Q3 		$4.11M Buy
+250,534
New +$4.41M 0.05% 140

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morningstar Investment Services's TU Position: Q4 2023 in Review

Morningstar Investment Services sold out of Telus (TU) in Q4 2023, closing a stake of 250,534 shares — an estimated $4.11M sold.

Morningstar Investment Services first reported a position in TU in Q3 2023 and held it in 1 quarter. The position peaked at $4.11M in Q3 2023. 314 funds tracked by Wall St. Rank hold TU as of Q4 2023.

  • Morningstar Investment Services reported no remaining Telus position as of Q4 2023 after selling out during the quarter.
  • Morningstar Investment Services sold 250,534 Telus shares in Q4 2023, an estimated $4.11M.
  • Morningstar Investment Services first reported a position in Telus in Q3 2023 and held it in 1 quarter.
  • Morningstar Investment Services's Telus position peaked at $4.11M in Q3 2023.
  • 314 funds tracked by Wall St. Rank held Telus as of Q4 2023.

Based on Morningstar Investment Services's 13F filing for Q4 2023, filed 13 Feb 2024.