P.J. Schmidt Investment Management (PJS)’s Telus TU Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	-34,241	Closed	-$560K	–	179
2023 Q3	$560K	Sell	34,241 -5,482	-14%	-$96.6K	0.12%	96
2023 Q2	$737K	Sell	39,723 -3,721	-9%	-$74.9K	0.15%	85
2023 Q1	$918K	Sell	43,444 -4,739	-10%	-$96.4K	0.19%	79
2022 Q4	$930K	Buy	48,183 +4,025	+9%	+$83.1K	0.21%	76
2022 Q3	$903K	Buy	44,158 +712	+2%	+$15.9K	0.22%	76
2022 Q2	$1.01M	Buy	43,446 +4,207	+11%	+$104K	0.22%	76
2022 Q1	$981K	Buy	39,239 +1,257	+3%	+$31.1K	0.22%	78
2021 Q4	$894K	Buy	+37,982	New	+$868K	0.18%	91

Other funds holding TU

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s TU Position: Q4 2023 in Review

P.J. Schmidt Investment Management (PJS) sold out of Telus (TU) in Q4 2023, closing a stake of 34,241 shares — an estimated $560K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in TU in Q4 2021 and held it in 8 quarters. The position peaked at $1.01M in Q2 2022. 313 funds tracked by Wall St. Rank hold TU as of Q4 2023.

P.J. Schmidt Investment Management (PJS) reported no remaining Telus position as of Q4 2023 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 34,241 Telus shares in Q4 2023, an estimated $560K.
P.J. Schmidt Investment Management (PJS) first reported a position in Telus in Q4 2021 and held it in 8 quarters.
P.J. Schmidt Investment Management (PJS)'s Telus position peaked at $1.01M in Q2 2022.
313 funds tracked by Wall St. Rank held Telus as of Q4 2023.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q4 2023, filed 29 Jan 2024.