Roble Belko & Company’s Thomson Reuters TRI Stock Holding History

Roble Belko & Company’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
2022 Q3	–	Sell	-212	Closed	-$23K	–	345
2022 Q2	$23K	Hold	212	–	–	0.01%	190
2022 Q1	$24K	Hold	212	–	–	﹤0.01%	218
2021 Q4	$27K	Hold	212	–	–	0.01%	191
2021 Q3	$25K	Hold	212	–	–	0.01%	186
2021 Q2	$22K	Hold	212	–	–	0.01%	208
2021 Q1	$20K	Hold	212	–	–	﹤0.01%	209
2020 Q4	$18K	Hold	212	–	–	﹤0.01%	199
2020 Q3	$18K	Hold	212	–	–	0.01%	197
2020 Q2	$15K	Hold	212	–	–	﹤0.01%	219
2020 Q1	$15K	Hold	212	–	–	﹤0.01%	216
2019 Q4	$16K	Hold	212	–	–	﹤0.01%	236
2019 Q3	$15K	Hold	212	–	–	﹤0.01%	232
2019 Q2	$14K	Hold	212	–	–	﹤0.01%	235
2019 Q1	$13K	Hold	212	–	–	﹤0.01%	204
2018 Q4	$11K	Hold	212	–	–	﹤0.01%	200
2018 Q3	$11K	Hold	212	–	–	﹤0.01%	210
2018 Q2	$10K	Hold	212	–	–	﹤0.01%	231
2018 Q1	$10K	Hold	212	–	–	﹤0.01%	238
2017 Q4	$11K	Hold	212	–	–	﹤0.01%	219
2017 Q3	$11K	Hold	212	–	–	﹤0.01%	179
2017 Q2	$11K	Hold	212	–	–	0.01%	183
2017 Q1	$11K	Hold	212	–	–	0.01%	187
2016 Q4	$11K	Hold	212	–	–	0.01%	200
2016 Q3	$10K	Hold	212	–	–	0.01%	219
2016 Q2	$10K	Hold	212	–	–	0.01%	186
2016 Q1	$10K	Hold	212	–	–	0.01%	158
2015 Q4	$9K	Hold	212	–	–	0.01%	149
2015 Q3	$10K	Hold	212	–	–	0.01%	141
2015 Q2	$9K	Hold	212	–	–	0.01%	157
2015 Q1	$10K	Buy	+212	New	+$9.73K	0.01%	160

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Roble Belko & Company's TRI Position: Q3 2022 in Review

Roble Belko & Company sold out of Thomson Reuters (TRI) in Q3 2022, closing a stake of 212 shares — an estimated $23K sold.

Roble Belko & Company first reported a position in TRI in Q1 2015 and held it in 30 quarters. The position peaked at $27K in Q4 2021. 378 funds tracked by Wall St. Rank hold TRI as of Q3 2022.

Roble Belko & Company reported no remaining Thomson Reuters position as of Q3 2022 after selling out during the quarter.
Roble Belko & Company sold 212 Thomson Reuters shares in Q3 2022, an estimated $23K.
Roble Belko & Company first reported a position in Thomson Reuters in Q1 2015 and held it in 30 quarters.
Roble Belko & Company's Thomson Reuters position peaked at $27K in Q4 2021.
378 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2022.

Based on Roble Belko & Company's 13F filing for Q3 2022, filed 14 Nov 2022.