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

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TD Asset Management

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1832 Asset Management

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Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return