VPI
TRI icon

Value Partners Investments’s Thomson Reuters TRI Stock Holding History

Value Partners Investments’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
2026
Q1 		$566K Buy
6,189
+312
+5% +$32.9K 0.04% 96
2025
Q4 		$789K Buy
5,877
+439
+8% +$63.6K 0.06% 87
2025
Q3 		$857K Buy
5,438
+192
+4% +$35.8K 0.07% 84
2025
Q2 		$1.07M Buy
5,246
+559
+12% +$106K 0.08% 75
2025
Q1 		$822K Sell
4,687
-2,721
-37% -$470K 0.07% 75
2024
Q4 		$1.47M Buy
7,408
+248
+3% +$41.8K 0.34% 57
2024
Q3 		$1.46M Buy
7,160
+3,988
+126% +$673K 0.05% 69
2024
Q2 		$543K Buy
3,172
+332
+12% +$55K 0.05% 69
2024
Q1 		$449K Sell
2,840
-937
-25% -$146K 0.04% 66
2023
Q4 		$562K Buy
3,777
+386
+11% +$52.1K 0.04% 62
2023
Q3 		$423K Buy
3,391
+463
+16% +$61K 0.04% 61
2023
Q2 		$402K Buy
2,928
+247
+9% +$33.1K 0.03% 60
2023
Q1 		$367K Sell
2,681
-18
-0.7% -$2.29K 0.03% 59
2022
Q4 		$324K Buy
2,699
+100
+4% +$11.5K 0.03% 61
2022
Q3 		$283K Buy
2,599
+32
+1% +$3.71K 0.03% 61
2022
Q2 		$281K Buy
2,567
+241
+10% +$25.5K 0.03% 58
2022
Q1 		$266K Buy
2,326
+484
+26% +$54K 0.02% 60
2021
Q4 		$232K Buy
+1,842
New +$229K 0.02% 72

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 $528B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return