CIBC Private Wealth Group

CIBC Private Wealth Group’s Trupanion TRUP Stock Holding History

CIBC Private Wealth Group’s Portfolio TRUP Stock Details TRUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$113K	Buy	3,025 +8	+0.3%	+$314	﹤0.01%	1451
2025 Q3	$131K	Hold	3,017	–	–	﹤0.01%	1368
2025 Q2	$167K	Hold	3,017	–	–	﹤0.01%	1194
2025 Q1	$99.3K	Hold	3,017	–	–	﹤0.01%	1360
2024 Q4	$141K	Hold	3,017	–	–	﹤0.01%	1300
2024 Q3	$127K	Hold	3,017	–	–	﹤0.01%	1385
2024 Q2	$87.5K	Sell	3,017 -32	-1%	-$847	﹤0.01%	1449
2024 Q1	$83.5K	Buy	+3,049	New	+$85.1K	﹤0.01%	1466
2022 Q2	–	Sell	-3,017	Closed	-$269K	–	1299
2022 Q1	$269K	Hold	3,017	–	–	﹤0.01%	874
2021 Q4	$398K	Hold	3,017	–	–	﹤0.01%	813
2021 Q3	$234K	Hold	3,017	–	–	﹤0.01%	868
2021 Q2	$347K	Hold	3,017	–	–	﹤0.01%	872
2021 Q1	$230K	Hold	3,017	–	–	﹤0.01%	966
2020 Q4	$361K	Hold	3,017	–	–	﹤0.01%	836
2020 Q3	$238K	Buy	+3,017	New	+$181K	﹤0.01%	821
2018 Q3	–	Sell	-2,400	Closed	-$93K	–	1665
2018 Q2	$93K	Buy	2,400 +480	+25%	+$14.9K	﹤0.01%	1043
2018 Q1	$57K	Hold	1,920	–	–	﹤0.01%	1133
2017 Q4	$56K	Buy	+1,920	New	+$56.5K	﹤0.01%	1160

Other funds holding TRUP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return

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

Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return