Caldwell Trust’s Nutrien NTR Stock Holding History

Caldwell Trust’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
2023 Q3	–	Sell	-19	Closed	-$1.12K	–	745
2023 Q2	$1.12K	Hold	19	–	–	﹤0.01%	734
2023 Q1	$1.4K	Hold	19	–	–	﹤0.01%	713
2022 Q4	$1.39K	Buy	+19	New	+$1.5K	﹤0.01%	709
2021 Q3	–	Sell	-615	Closed	-$37.3K	–	747
2021 Q2	$37.3K	Hold	615	–	–	﹤0.01%	492
2021 Q1	$33.1K	Hold	615	–	–	﹤0.01%	490
2020 Q4	$29.6K	Hold	615	–	–	﹤0.01%	490
2020 Q3	$24.1K	Hold	615	–	–	﹤0.01%	508
2020 Q2	$19.7K	Hold	615	–	–	﹤0.01%	547
2020 Q1	$20.9K	Hold	615	–	–	﹤0.01%	548
2019 Q4	$29.5K	Buy	+615	New	+$29.7K	﹤0.01%	535

Other funds holding NTR

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Caldwell Trust's NTR Position: Q3 2023 in Review

Caldwell Trust sold out of Nutrien (NTR) in Q3 2023, closing a stake of 19 shares — an estimated $1.12K sold.

Caldwell Trust first reported a position in NTR in Q4 2019 and held it in 10 quarters. The position peaked at $37.3K in Q2 2021. 639 funds tracked by Wall St. Rank hold NTR as of Q3 2023.

Caldwell Trust reported no remaining Nutrien position as of Q3 2023 after selling out during the quarter.
Caldwell Trust sold 19 Nutrien shares in Q3 2023, an estimated $1.12K.
Caldwell Trust first reported a position in Nutrien in Q4 2019 and held it in 10 quarters.
Caldwell Trust's Nutrien position peaked at $37.3K in Q2 2021.
639 funds tracked by Wall St. Rank held Nutrien as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.