Pinnacle Associates’s Telus TU Stock Holding History

Pinnacle Associates’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
2026 Q1	$898K	Hold	70,000	–	–	0.01%	534
2025 Q4	$922K	Hold	70,000	–	–	0.01%	533
2025 Q3	$1.1M	Hold	70,000	–	–	0.01%	492
2025 Q2	$1.12M	Hold	70,000	–	–	0.02%	482
2025 Q1	$1M	Hold	70,000	–	–	0.01%	489
2024 Q4	$949K	Buy	70,000 +10,000	+17%	+$154K	0.01%	494
2024 Q3	$1.07M	Sell	60,000 -10,000	-14%	-$162K	0.02%	458
2024 Q2	$1.06M	Hold	70,000	–	–	0.02%	457
2024 Q1	$1.12M	Buy	70,000 +10,000	+17%	+$175K	0.02%	464
2023 Q4	$1.07M	Buy	60,000 +11,000	+22%	+$190K	0.02%	466
2023 Q3	$801K	Buy	49,000 +19,000	+63%	+$335K	0.01%	487
2023 Q2	$584K	Hold	30,000	–	–	0.01%	555
2023 Q1	$596K	Buy	30,000 +6,100	+26%	+$124K	0.01%	487
2022 Q4	$462K	Hold	23,900	–	–	0.01%	514
2022 Q3	$475K	Buy	+23,900	New	+$534K	0.01%	504

Other funds holding TU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

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

Mackenzie Financial

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

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Fidelity International

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B 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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return