SimplyRich’s Open Text OTEX Stock Holding History

SimplyRich’s Portfolio OTEX Stock Details OTEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,292	Closed	-$209K	–	227
2024 Q3	$209K	Sell	6,292 -911	-13%	-$28.7K	0.06%	216
2024 Q2	$216K	Sell	7,203 -104	-1%	-$3.34K	0.07%	174
2024 Q1	$284K	Sell	7,307 -98	-1%	-$3.94K	0.09%	156
2023 Q4	$311K	Sell	7,405 -13	-0.2%	-$488	0.11%	140
2023 Q3	$260K	Hold	7,418	–	–	0.13%	127
2023 Q2	$308K	Hold	7,418	–	–	0.11%	143
2023 Q1	$285K	Hold	7,418	–	–	0.11%	144
2022 Q4	$219K	Buy	+7,418	New	+$210K	0.09%	161

Other funds holding OTEX

JFL

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

SimplyRich's OTEX Position: Q4 2024 in Review

SimplyRich sold out of Open Text (OTEX) in Q4 2024, closing a stake of 6,292 shares — an estimated $209K sold.

SimplyRich first reported a position in OTEX in Q4 2022 and held it in 8 quarters. The position peaked at $311K in Q4 2023. 280 funds tracked by Wall St. Rank hold OTEX as of Q4 2024.

SimplyRich reported no remaining Open Text position as of Q4 2024 after selling out during the quarter.
SimplyRich sold 6,292 Open Text shares in Q4 2024, an estimated $209K.
SimplyRich first reported a position in Open Text in Q4 2022 and held it in 8 quarters.
SimplyRich's Open Text position peaked at $311K in Q4 2023.
280 funds tracked by Wall St. Rank held Open Text as of Q4 2024.

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