Unigestion Holding’s Telus TU Stock Holding History

Unigestion Holding’s Portfolio TU Stock Details TU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-71,856	Closed	-$1.17M	–	203
2023 Q3	$1.17M	Hold	71,856	–	–	0.07%	110
2023 Q2	$1.39M	Sell	71,856 -561	-0.8%	-$11.3K	0.08%	111
2023 Q1	$1.46M	Hold	72,417	–	–	0.08%	125
2022 Q4	$1.41M	Sell	72,417 -528	-0.7%	-$10.9K	0.07%	129
2022 Q3	$1.46M	Sell	72,945 -54,357	-43%	-$1.21M	0.08%	122
2022 Q2	$2.83M	Sell	127,302 -932	-0.7%	-$23K	0.16%	86
2022 Q1	$3.31M	Buy	128,234 +194	+0.2%	+$4.79K	0.14%	78
2021 Q4	$3.02M	Buy	+128,040	New	+$2.93M	0.12%	82
2021 Q3	–	Sell	-10,806	Closed	-$243K	–	233
2021 Q2	$243K	Sell	10,806 -3,455	-24%	-$74.9K	0.01%	224
2021 Q1	$284K	Hold	14,261	–	–	0.01%	215
2020 Q4	$282K	Sell	14,261 -5,139	-26%	-$96.7K	0.01%	213
2020 Q3	$341K	Buy	19,400 +8,300	+75%	+$147K	0.01%	171
2020 Q2	$186K	Sell	11,100 -573,700	-98%	-$9.55M	0.01%	210
2020 Q1	$9.21M	Buy	+584,800	New	+$10.8M	0.34%	58
2019 Q3	$2.2M	Buy	123,400 +91,800	+291%	+$1.67M	0.06%	137
2019 Q2	$584K	Hold	31,600	–	–	0.02%	216
2019 Q1	$585K	Sell	31,600 -3,800	-11%	-$67.1K	0.02%	215
2018 Q4	$587K	Hold	35,400	–	–	0.01%	262
2018 Q3	$652K	Hold	35,400	–	–	0.01%	281
2018 Q2	$629K	Buy	+35,400	New	+$626K	0.01%	286

Other funds holding TU

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Unigestion Holding's TU Position: Q4 2023 in Review

Unigestion Holding sold out of Telus (TU) in Q4 2023, closing a stake of 71,856 shares — an estimated $1.17M sold.

Unigestion Holding first reported a position in TU in Q2 2018 and held it in 20 quarters. The position peaked at $9.21M in Q1 2020. 314 funds tracked by Wall St. Rank hold TU as of Q4 2023.

Unigestion Holding reported no remaining Telus position as of Q4 2023 after selling out during the quarter.
Unigestion Holding sold 71,856 Telus shares in Q4 2023, an estimated $1.17M.
Unigestion Holding first reported a position in Telus in Q2 2018 and held it in 20 quarters.
Unigestion Holding's Telus position peaked at $9.21M in Q1 2020.
314 funds tracked by Wall St. Rank held Telus as of Q4 2023.

Based on Unigestion Holding's 13F filing for Q4 2023, filed 14 Feb 2024.