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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Mackenzie Financial

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return