Pendal Group’s Telus TU Stock Holding History

Pendal Group’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
2022 Q4	$1.31M	Sell	67,630 -26,552	-28%	-$548K	0.01%	255
2022 Q3	$1.87M	Sell	94,182 -11,413	-11%	-$255K	0.02%	210
2022 Q2	$2.35M	Buy	+105,595	New	+$2.61M	0.02%	193
2022 Q1	–	Sell	-10,714	Closed	-$253K	–	573
2021 Q4	$253K	Buy	+10,714	New	+$245K	﹤0.01%	519
2021 Q2	–	Sell	-39,032	Closed	-$778K	–	614
2021 Q1	$778K	Buy	+39,032	New	+$811K	0.01%	349

Other funds holding TU

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

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

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

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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

Pendal Group's TU Position: Q4 2022 in Review

Pendal Group reduced its Telus (TU) stake by 28% in Q4 2022, selling an estimated $548K and leaving 67,630 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #255.

Pendal Group first reported a position in TU in Q1 2021 and has held it in 5 quarters since. The position peaked at $2.35M in Q2 2022. 323 funds tracked by Wall St. Rank hold TU as of Q4 2022.

Pendal Group held 67,630 shares of Telus worth $1.31M as of Q4 2022.
Pendal Group sold 26,552 Telus shares in Q4 2022, an estimated $548K.
Telus made up 0.01% of Pendal Group's portfolio in Q4 2022, its #255 holding.
Pendal Group first reported a position in Telus in Q1 2021 and has held it in 5 quarters since.
Pendal Group's Telus position peaked at $2.35M in Q2 2022.
323 funds tracked by Wall St. Rank held Telus as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.