CIM
ATS icon

Caldwell Investment Management’s ATS Corp ATS Stock Holding History

Caldwell Investment Management’s Portfolio ATS Stock Details ATS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.65M Hold
60,800
– – 0.65% 27
2025
Q4 		$1.69M Hold
60,800
– – 1.04% 17
2025
Q3 		$1.6M Hold
60,800
– – 1.05% 19
2025
Q2 		$1.94M Hold
60,800
– – 1.68% 9
2025
Q1 		$1.57M Buy
60,800
+12,700
+26% +$354K 1.16% 17
2024
Q4 		$1.45M Hold
48,100
– – 0.98% 25
2024
Q3 		$1.43M Hold
48,100
– – 1% 22
2024
Q2 		$1.55M Buy
48,100
+24,000
+100% +$775K 1.17% 19
2024
Q1 		$811K Buy
+24,100
New +$957K 0.6% 32
2023
Q4 		– Sell
-151,400
Closed -$6.45M – 34
2023
Q3 		$6.45M Sell
151,400
-35,400
-19% -$1.56M 6.27% 7
2023
Q2 		$8.52M Buy
+186,800
New +$8.39M 6.45% 7

Other funds holding ATS

MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return