Buffington Mohr McNeal’s Canadian Pacific Kansas City CP Stock Holding History

Buffington Mohr McNeal’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
2024 Q4	–	Sell	-2,650	Closed	-$227K	–	135
2024 Q3	$227K	Sell	2,650 -15	-0.6%	-$1.23K	0.04%	126
2024 Q2	$210K	Buy	2,665 +15	+0.6%	+$1.22K	0.04%	122
2024 Q1	$234K	Hold	2,650	–	–	0.04%	123
2023 Q4	$210K	Buy	+2,650	New	+$194K	0.04%	128
2023 Q3	–	Sell	-2,650	Closed	-$214K	–	123
2023 Q2	$214K	Hold	2,650	–	–	0.05%	117
2023 Q1	$204K	Buy	+2,650	New	+$205K	0.05%	121
2022 Q2	–	Sell	-2,650	Closed	-$219K	–	121
2022 Q1	$219K	Buy	+2,650	New	+$199K	0.04%	120
2021 Q3	–	Sell	-2,650	Closed	-$204K	–	120
2021 Q2	$204K	Hold	2,650	–	–	0.04%	123
2021 Q1	$201K	Buy	+2,650	New	+$191K	0.04%	123
2019 Q2	–	Sell	-2,650	Closed	-$109K	–	153
2019 Q1	$109K	Buy	+2,650	New	+$106K	0.04%	143

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

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

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

Buffington Mohr McNeal's CP Position: Q4 2024 in Review

Buffington Mohr McNeal sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 2,650 shares — an estimated $227K sold.

Buffington Mohr McNeal first reported a position in CP in Q1 2019 and held it in 10 quarters. The position peaked at $234K in Q1 2024. 998 funds tracked by Wall St. Rank hold CP as of Q4 2024.

Buffington Mohr McNeal reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
Buffington Mohr McNeal sold 2,650 Canadian Pacific Kansas City shares in Q4 2024, an estimated $227K.
Buffington Mohr McNeal first reported a position in Canadian Pacific Kansas City in Q1 2019 and held it in 10 quarters.
Buffington Mohr McNeal's Canadian Pacific Kansas City position peaked at $234K in Q1 2024.
998 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Buffington Mohr McNeal's 13F filing for Q4 2024, filed 22 Jan 2025.