Aldebaran Financial’s Canadian Pacific Kansas City CP Stock Holding History

Aldebaran Financial’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
2023 Q3	–	Sell	-3,134	Closed	-$253K	–	64
2023 Q2	$253K	Hold	3,134	–	–	0.34%	54
2023 Q1	$241K	Hold	3,134	–	–	0.31%	65
2022 Q4	$234K	Hold	3,134	–	–	0.25%	72
2022 Q3	$212K	Hold	3,134	–	–	0.23%	72
2022 Q2	$220K	Hold	3,134	–	–	0.23%	72
2022 Q1	$259K	Hold	3,134	–	–	0.2%	78
2021 Q4	$225K	Buy	+3,134	New	+$229K	0.17%	85

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Aldebaran Financial's CP Position: Q3 2023 in Review

Aldebaran Financial sold out of Canadian Pacific Kansas City (CP) in Q3 2023, closing a stake of 3,134 shares — an estimated $253K sold.

Aldebaran Financial first reported a position in CP in Q4 2021 and held it in 7 quarters. The position peaked at $259K in Q1 2022. 901 funds tracked by Wall St. Rank hold CP as of Q3 2023.

Aldebaran Financial reported no remaining Canadian Pacific Kansas City position as of Q3 2023 after selling out during the quarter.
Aldebaran Financial sold 3,134 Canadian Pacific Kansas City shares in Q3 2023, an estimated $253K.
Aldebaran Financial first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 7 quarters.
Aldebaran Financial's Canadian Pacific Kansas City position peaked at $259K in Q1 2022.
901 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2023.

Based on Aldebaran Financial's 13F filing for Q3 2023, filed 6 Nov 2023.