Neo Ivy Capital Management’s Thomson Reuters TRI Stock Holding History

Neo Ivy Capital Management’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	-16,075	Closed	-$2.15M	–	498
2025 Q4	$2.15M	Buy	+16,075	New	+$2.33M	0.34%	114
2021 Q4	–	Sell	-4,903	Closed	-$351K	–	633
2021 Q3	$351K	Buy	+4,903	New	+$571K	0.4%	92
2021 Q2	–	Sell	-2,676	Closed	-$247K	–	613
2021 Q1	$247K	Buy	+2,676	New	+$238K	0.27%	135
2020 Q3	–	Sell	-4,903	Closed	-$351K	–	622
2020 Q2	$351K	Buy	+4,903	New	+$355K	0.4%	92

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

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 Malvern, Pennsylvania $4.68T AUM

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

Neo Ivy Capital Management's TRI Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 16,075 shares — an estimated $2.15M sold.

Neo Ivy Capital Management first reported a position in TRI in Q2 2020 and held it in 4 quarters. The position peaked at $2.15M in Q4 2025. 473 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

Neo Ivy Capital Management reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 16,075 Thomson Reuters shares in Q1 2026, an estimated $2.15M.
Neo Ivy Capital Management first reported a position in Thomson Reuters in Q2 2020 and held it in 4 quarters.
Neo Ivy Capital Management's Thomson Reuters position peaked at $2.15M in Q4 2025.
473 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.