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Sierra Ocean’s Thomson Reuters TRI Stock Holding History

Sierra Ocean’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
Q3 		– Sell
-42
Closed -$8.65K – 882
2025
Q2 		$8.65K Hold
42
– – 0.01% 477
2025
Q1 		$7.43K Sell
42
-18
-30% -$3.11K 0.01% 501
2024
Q4 		$9.78K Buy
+60
New +$10.1K 0.01% 438

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
SFC
SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Sierra Ocean's TRI Position: Q3 2025 in Review

Sierra Ocean sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 42 shares — an estimated $8.65K sold.

Sierra Ocean first reported a position in TRI in Q4 2024 and held it in 3 quarters. The position peaked at $9.78K in Q4 2024. 521 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Sierra Ocean reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 42 Thomson Reuters shares in Q3 2025, an estimated $8.65K.
  • Sierra Ocean first reported a position in Thomson Reuters in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Thomson Reuters position peaked at $9.78K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.