R Squared’s Thomson Reuters TRI Stock Holding History

R Squared’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
2025 Q1	–	Sell	-1,142	Closed	-$186K	–	1421
2024 Q4	$186K	Buy	+1,142	New	+$192K	0.18%	124

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

JFL

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

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

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

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

R Squared's TRI Position: Q1 2025 in Review

R Squared sold out of Thomson Reuters (TRI) in Q1 2025, closing a stake of 1,142 shares — an estimated $186K sold.

R Squared first reported a position in TRI in Q4 2024 and held it in 1 quarter. The position peaked at $186K in Q4 2024. 498 funds tracked by Wall St. Rank hold TRI as of Q1 2025.

R Squared reported no remaining Thomson Reuters position as of Q1 2025 after selling out during the quarter.
R Squared sold 1,142 Thomson Reuters shares in Q1 2025, an estimated $186K.
R Squared first reported a position in Thomson Reuters in Q4 2024 and held it in 1 quarter.
R Squared's Thomson Reuters position peaked at $186K in Q4 2024.
498 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.