Sargent Bickham Lagudis’s Thomson Reuters TRI Stock Holding History

Sargent Bickham Lagudis’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 Q4	$5.25K	Hold	44	–	–	﹤0.01%	798
2022 Q3	$5K	Buy	44 +14	+47%	+$1.62K	﹤0.01%	789
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	887
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	865
2021 Q4	$4K	Hold	30	–	–	﹤0.01%	836
2021 Q3	$4K	Hold	30	–	–	﹤0.01%	835
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	847
2021 Q1	$3K	Hold	30	–	–	﹤0.01%	843
2020 Q4	$3K	Hold	30	–	–	﹤0.01%	792
2020 Q3	$3K	Buy	+30	New	+$2.33K	﹤0.01%	709

Other funds holding TRI

Royal Bank of Canada

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

Mackenzie Financial

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

Bank of Montreal

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

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

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

Manulife (Manufacturers Life Insurance)

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International

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

Fiera Capital (Canada)

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

Connor, Clark & Lunn Investment Management (CC&L)

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