Aft Forsyth & Sober’s Canadian Pacific Kansas City CP Stock Holding History

Aft Forsyth & Sober’s Portfolio CP Stock Details CP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,141	Closed	-$1.1M	–	73
2024 Q4	$1.1M	Hold	15,141	–	–	0.36%	66
2024 Q3	$1.3M	Hold	15,141	–	–	0.43%	65
2024 Q2	$1.19M	Hold	15,141	–	–	0.41%	68
2024 Q1	$1.33M	Hold	15,141	–	–	0.47%	64
2023 Q4	$1.2M	Hold	15,141	–	–	0.46%	68
2023 Q3	$1.13M	Hold	15,141	–	–	0.48%	63
2023 Q2	$1.22M	Hold	15,141	–	–	0.51%	59
2023 Q1	$1.16M	Hold	15,141	–	–	0.59%	56
2022 Q4	$1.13M	Hold	15,141	–	–	0.51%	63
2022 Q3	$1.01M	Hold	15,141	–	–	0.49%	61
2022 Q2	$1.06M	Hold	15,141	–	–	0.49%	66
2022 Q1	$1.25M	Hold	15,141	–	–	0.49%	67
2021 Q4	$1.09M	Buy	+15,141	New	+$1.11M	0.38%	71

Other funds holding CP

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

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

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aft Forsyth & Sober's CP Position: Q1 2025 in Review

Aft Forsyth & Sober sold out of Canadian Pacific Kansas City (CP) in Q1 2025, closing a stake of 15,141 shares — an estimated $1.1M sold.

Aft Forsyth & Sober first reported a position in CP in Q4 2021 and held it in 13 quarters. The position peaked at $1.33M in Q1 2024. 972 funds tracked by Wall St. Rank hold CP as of Q1 2025.

Aft Forsyth & Sober reported no remaining Canadian Pacific Kansas City position as of Q1 2025 after selling out during the quarter.
Aft Forsyth & Sober sold 15,141 Canadian Pacific Kansas City shares in Q1 2025, an estimated $1.1M.
Aft Forsyth & Sober first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 13 quarters.
Aft Forsyth & Sober's Canadian Pacific Kansas City position peaked at $1.33M in Q1 2024.
972 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2025.

Based on Aft Forsyth & Sober's 13F filing for Q1 2025, filed 12 May 2025.