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Caldwell Investment Management’s Nutrien NTR Stock Holding History

Caldwell Investment Management’s Portfolio NTR Stock Details NTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-49,200
Closed -$4.12M – 29
2022
Q3 		$4.12M Sell
49,200
-23,700
-33% -$2.04M 5.01% 6
2022
Q2 		$7.47M Sell
72,900
-18,500
-20% -$1.8M 7.51% 6
2022
Q1 		$9.31M Sell
91,400
-13,900
-13% -$1.15M 7.37% 7
2021
Q4 		$7.91M Buy
+105,300
New +$7.37M 6.18% 6

Other funds holding NTR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Caldwell Investment Management's NTR Position: Q4 2022 in Review

Caldwell Investment Management sold out of Nutrien (NTR) in Q4 2022, closing a stake of 49,200 shares — an estimated $4.12M sold.

Caldwell Investment Management first reported a position in NTR in Q4 2021 and held it in 4 quarters. The position peaked at $9.31M in Q1 2022. 696 funds tracked by Wall St. Rank hold NTR as of Q4 2022.

  • Caldwell Investment Management reported no remaining Nutrien position as of Q4 2022 after selling out during the quarter.
  • Caldwell Investment Management sold 49,200 Nutrien shares in Q4 2022, an estimated $4.12M.
  • Caldwell Investment Management first reported a position in Nutrien in Q4 2021 and held it in 4 quarters.
  • Caldwell Investment Management's Nutrien position peaked at $9.31M in Q1 2022.
  • 696 funds tracked by Wall St. Rank held Nutrien as of Q4 2022.

Based on Caldwell Investment Management's 13F filing for Q4 2022, filed 1 Feb 2023.