Northwest Investment Counselors’s Thomson Reuters TRI Stock Holding History

Northwest Investment Counselors’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
2024 Q3	$85.8K	Buy	+495	New	+$83.6K	0.02%	195
2024 Q2	–	Sell	-495	Closed	-$78.4K	–	467
2024 Q1	$78.4K	Buy	+495	New	+$77K	0.02%	196
2023 Q4	–	Sell	-495	Closed	-$61.5K	–	495
2023 Q3	$61.5K	Sell	495 -25	-5%	-$3.29K	0.02%	208
2023 Q2	$71.2K	Buy	520 +25	+5%	+$3.35K	0.02%	206
2023 Q1	$67.9K	Hold	495	–	–	0.02%	214
2022 Q4	$59.5K	Hold	495	–	–	0.02%	222
2022 Q3	$54K	Hold	495	–	–	0.02%	202
2022 Q2	$54K	Hold	495	–	–	0.02%	205
2022 Q1	$57K	Hold	495	–	–	0.02%	217
2021 Q4	$62K	Buy	+495	New	+$61.6K	0.02%	209
2021 Q2	–	Sell	-495	Closed	-$46K	–	414
2021 Q1	$46K	Buy	+495	New	+$44K	0.01%	230
2020 Q4	–	Sell	-495	Closed	-$42K	–	406
2020 Q3	$42K	Buy	+495	New	+$38.5K	0.01%	209
2019 Q4	–	Sell	-495	Closed	-$35K	–	464
2019 Q3	$35K	Buy	+495	New	+$35.1K	0.01%	249

Other funds holding TRI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JFL

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Northwest Investment Counselors's TRI Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Thomson Reuters (TRI) in Q3 2024: 495 shares worth $85.8K. The stake represents 0.02% of the portfolio and ranks #195 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in TRI as recently as Q1 2024.

Northwest Investment Counselors first reported a position in TRI in Q3 2019 and has held it in 13 quarters since. 480 funds tracked by Wall St. Rank hold TRI as of Q3 2024.

Northwest Investment Counselors held 495 shares of Thomson Reuters worth $85.8K as of Q3 2024.
Thomson Reuters was a new Northwest Investment Counselors position in Q3 2024.
Thomson Reuters made up 0.02% of Northwest Investment Counselors's portfolio in Q3 2024, its #195 holding.
Northwest Investment Counselors first reported a position in Thomson Reuters in Q3 2019 and has held it in 13 quarters since.
480 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.