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Triasima Portfolio Management’s FirstService FSV Stock Holding History

Triasima Portfolio Management’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,549
Closed -$2.41M – 144
2025
Q1 		$2.41M Sell
14,549
-1,007
-6% -$176K 0.47% 70
2024
Q4 		$2.82M Buy
+15,556
New +$2.91M 0.55% 62
2024
Q3 		– Sell
-2,949
Closed -$449K – 107
2024
Q2 		$449K Sell
2,949
-157,309
-98% -$23.8M 0.04% 119
2024
Q1 		$26.5M Sell
160,258
-14,482
-8% -$2.39M 2.23% 15
2023
Q4 		$28.4M Sell
174,740
-2,965
-2% -$448K 2.34% 14
2023
Q3 		$26M Buy
177,705
+2,995
+2% +$457K 2.38% 14
2023
Q2 		$35.6M Buy
174,710
+260
+0.1% +$37.8K 2.26% 17
2023
Q1 		$24.5M Sell
174,450
-2,150
-1% -$296K 2.03% 18
2022
Q4 		$21.6M Sell
176,600
-435
-0.2% -$53.9K 1.65% 24
2022
Q3 		$21.1M Buy
177,035
+51,535
+41% +$6.58M 1.71% 20
2022
Q2 		$15.2M Buy
125,500
+92,000
+275% +$11.6M 1.07% 26
2022
Q1 		$4.85M Sell
33,500
-261,081
-89% -$39.7M 0.23% 51
2021
Q4 		$57.8M Sell
294,581
-12,300
-4% -$2.38M 2.79% 9
2021
Q3 		$55.5M Sell
306,881
-12,850
-4% -$2.38M 2.96% 8
2021
Q2 		$54.8M Sell
319,731
-25,820
-7% -$4.24M 2.68% 11
2021
Q1 		$51.3M Buy
345,551
+71,240
+26% +$10.4M 2.58% 11
2020
Q4 		$37.5M Buy
+274,311
New +$36.9M 2.14% 15

Other funds holding FSV

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return