Zeno Research’s Telus TU Stock Holding History

Zeno Research’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	-187,346	Closed	-$3.72M	–	31
2022 Q3	$3.72M	Sell	187,346 -195,148	-51%	-$4.36M	3.52%	11
2022 Q2	$8.52M	Buy	382,494 +78,460	+26%	+$1.94M	9.33%	4
2022 Q1	$7.96M	Buy	304,034 +76,646	+34%	+$1.89M	6.86%	5
2021 Q4	$5.36M	Buy	+227,388	New	+$5.2M	5.19%	6
2021 Q3	–	Sell	-558,957	Closed	-$12.5M	–	34
2021 Q2	$12.5M	Buy	558,957 +322,837	+137%	+$7M	9.95%	4
2021 Q1	$4.7M	Buy	+236,120	New	+$4.9M	9.1%	3

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Zeno Research's TU Position: Q4 2022 in Review

Zeno Research sold out of Telus (TU) in Q4 2022, closing a stake of 187,346 shares — an estimated $3.72M sold.

Zeno Research first reported a position in TU in Q1 2021 and held it in 6 quarters. The position peaked at $12.5M in Q2 2021. 323 funds tracked by Wall St. Rank hold TU as of Q4 2022.

Zeno Research reported no remaining Telus position as of Q4 2022 after selling out during the quarter.
Zeno Research sold 187,346 Telus shares in Q4 2022, an estimated $3.72M.
Zeno Research first reported a position in Telus in Q1 2021 and held it in 6 quarters.
Zeno Research's Telus position peaked at $12.5M in Q2 2021.
323 funds tracked by Wall St. Rank held Telus as of Q4 2022.

Based on Zeno Research's 13F filing for Q4 2022, filed 14 Feb 2023.