Shepherd Kaplan Krochuk’s Tricon Residential Inc. TCN Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio TCN Stock Details TCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-28,000	Closed	-$242K	–	145
2022 Q3	$242K	Sell	28,000 -900	-3%	-$9.51K	0.12%	110
2022 Q2	$293K	Buy	28,900 +900	+3%	+$11.6K	0.13%	128
2022 Q1	$446K	Hold	28,000	–	–	0.17%	105
2021 Q4	$429K	Buy	+28,000	New	+$399K	0.15%	107

Other funds holding TCN

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Shepherd Kaplan Krochuk's TCN Position: Q4 2022 in Review

Shepherd Kaplan Krochuk sold out of Tricon Residential Inc. (TCN) in Q4 2022, closing a stake of 28,000 shares — an estimated $242K sold.

Shepherd Kaplan Krochuk first reported a position in TCN in Q4 2021 and held it in 4 quarters. The position peaked at $446K in Q1 2022. 136 funds tracked by Wall St. Rank hold TCN as of Q4 2022.

Shepherd Kaplan Krochuk reported no remaining Tricon Residential Inc. position as of Q4 2022 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 28,000 Tricon Residential Inc. shares in Q4 2022, an estimated $242K.
Shepherd Kaplan Krochuk first reported a position in Tricon Residential Inc. in Q4 2021 and held it in 4 quarters.
Shepherd Kaplan Krochuk's Tricon Residential Inc. position peaked at $446K in Q1 2022.
136 funds tracked by Wall St. Rank held Tricon Residential Inc. as of Q4 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2022, filed 14 Feb 2023.