Vanguard Personalized Indexing Management’s Shaw Communications Inc. SJR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SJR Stock Details SJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,244	Closed	-$247K	–	1556
2023 Q1	$247K	Buy	+8,244	New	+$239K	0.01%	1217
2022 Q4	–	Sell	-9,090	Closed	-$221K	–	1363
2022 Q3	$221K	Sell	9,090 -1,763	-16%	-$46.7K	0.01%	1074
2022 Q2	$320K	Buy	10,853 +1,738	+19%	+$50.3K	0.01%	965
2022 Q1	$283K	Buy	9,115 +536	+6%	+$16.1K	0.01%	1012
2021 Q4	$260K	Buy	+8,579	New	+$251K	0.02%	912

Other funds holding SJR

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Vanguard Personalized Indexing Management's SJR Position: Q2 2023 in Review

Vanguard Personalized Indexing Management sold out of Shaw Communications Inc. (SJR) in Q2 2023, closing a stake of 8,244 shares — an estimated $247K sold.

Vanguard Personalized Indexing Management first reported a position in SJR in Q4 2021 and held it in 5 quarters. The position peaked at $320K in Q2 2022. 1 fund tracked by Wall St. Rank holds SJR as of Q2 2023.

Vanguard Personalized Indexing Management reported no remaining Shaw Communications Inc. position as of Q2 2023 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 8,244 Shaw Communications Inc. shares in Q2 2023, an estimated $247K.
Vanguard Personalized Indexing Management first reported a position in Shaw Communications Inc. in Q4 2021 and held it in 5 quarters.
Vanguard Personalized Indexing Management's Shaw Communications Inc. position peaked at $320K in Q2 2022.
1 fund tracked by Wall St. Rank held Shaw Communications Inc. as of Q2 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2023, filed 28 Jul 2023.