CCP
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Carmel Capital Partners’s Canadian Pacific Kansas City CP Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-1,021
Closed -$76K – 258
2023
Q3 		$76K Buy
1,021
+21
+2% +$1.67K 0.03% 217
2023
Q2 		$80.8K Sell
1,000
-100
-9% -$7.89K 0.04% 178
2023
Q1 		$84.6K Buy
+1,100
New +$84.9K 0.05% 208

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Carmel Capital Partners's CP Position: Q4 2023 in Review

Carmel Capital Partners sold out of Canadian Pacific Kansas City (CP) in Q4 2023, closing a stake of 1,021 shares — an estimated $76K sold.

Carmel Capital Partners first reported a position in CP in Q1 2023 and held it in 3 quarters. The position peaked at $84.6K in Q1 2023. 946 funds tracked by Wall St. Rank hold CP as of Q4 2023.

  • Carmel Capital Partners reported no remaining Canadian Pacific Kansas City position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 1,021 Canadian Pacific Kansas City shares in Q4 2023, an estimated $76K.
  • Carmel Capital Partners first reported a position in Canadian Pacific Kansas City in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Canadian Pacific Kansas City position peaked at $84.6K in Q1 2023.
  • 946 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.