Sapient Capital’s Thomson Reuters TRI Stock Holding History

Sapient Capital’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
2024 Q4	–	Sell	-83,388	Closed	-$14.5M	–	409
2024 Q3	$14.5M	Sell	83,388 -39,233	-32%	-$6.62M	0.29%	67
2024 Q2	$21M	Sell	122,621 -378	-0.3%	-$62.7K	0.44%	47
2024 Q1	$19.5M	Sell	122,999 -70	-0.1%	-$10.9K	0.43%	49
2023 Q4	$18.4M	Buy	+123,069	New	+$16.6M	0.47%	51

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

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

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

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

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

JFL

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

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

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

Sapient Capital's TRI Position: Q4 2024 in Review

Sapient Capital sold out of Thomson Reuters (TRI) in Q4 2024, closing a stake of 83,388 shares — an estimated $14.5M sold.

Sapient Capital first reported a position in TRI in Q4 2023 and held it in 4 quarters. The position peaked at $21M in Q2 2024. 484 funds tracked by Wall St. Rank hold TRI as of Q4 2024.

Sapient Capital reported no remaining Thomson Reuters position as of Q4 2024 after selling out during the quarter.
Sapient Capital sold 83,388 Thomson Reuters shares in Q4 2024, an estimated $14.5M.
Sapient Capital first reported a position in Thomson Reuters in Q4 2023 and held it in 4 quarters.
Sapient Capital's Thomson Reuters position peaked at $21M in Q2 2024.
484 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2024.

Based on Sapient Capital's 13F filing for Q4 2024, filed 29 Jan 2025.