Y-Intercept (HK)’s Telus TU Stock Holding History

Y-Intercept (HK)’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
2024 Q1	–	Sell	-12,512	Closed	-$223K	–	1769
2023 Q4	$223K	Buy	+12,512	New	+$216K	0.02%	955
2023 Q2	–	Sell	-13,994	Closed	-$278K	–	1726
2023 Q1	$278K	Buy	+13,994	New	+$285K	0.03%	816
2022 Q3	–	Sell	-62,989	Closed	-$1.4M	–	1277
2022 Q2	$1.4M	Buy	62,989 +8,326	+15%	+$206K	0.18%	156
2022 Q1	$1.43M	Buy	54,663 +21,918	+67%	+$542K	0.33%	60
2021 Q4	$771K	Sell	32,745 -19,674	-38%	-$450K	0.18%	157
2021 Q3	$1.15M	Buy	+52,419	New	+$1.18M	0.21%	153
2021 Q2	–	Sell	-10,409	Closed	-$263K	–	909
2021 Q1	$263K	Buy	+10,409	New	+$216K	0.07%	464

Other funds holding TU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

CIBC World Market

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

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

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia

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