WT
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Whittier Trust’s Telus TU Stock Holding History

Whittier Trust’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
2022
Q4 		– Sell
-148
Closed -$3K – 1728
2022
Q3 		$3K Hold
148
– – ﹤0.01% 1538
2022
Q2 		$3K Sell
148
-52
-26% -$1.29K ﹤0.01% 1527
2022
Q1 		$5K Hold
200
– – ﹤0.01% 1467
2021
Q4 		$5K Hold
200
– – ﹤0.01% 1425
2021
Q3 		$4K Buy
+200
New +$4.51K ﹤0.01% 1364

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Whittier Trust's TU Position: Q4 2022 in Review

Whittier Trust sold out of Telus (TU) in Q4 2022, closing a stake of 148 shares — an estimated $3K sold.

Whittier Trust first reported a position in TU in Q3 2021 and held it in 5 quarters. The position peaked at $5K in Q1 2022. 321 funds tracked by Wall St. Rank hold TU as of Q4 2022.

  • Whittier Trust reported no remaining Telus position as of Q4 2022 after selling out during the quarter.
  • Whittier Trust sold 148 Telus shares in Q4 2022, an estimated $3K.
  • Whittier Trust first reported a position in Telus in Q3 2021 and held it in 5 quarters.
  • Whittier Trust's Telus position peaked at $5K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Telus as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.