Essex Investment Management’s Canadian Pacific Kansas City CP Stock Holding History

Essex Investment Management’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 Q1	–	Sell	-13,805	Closed	-$1.03M	–	393
2022 Q4	$1.03M	Sell	13,805 -780	-5%	-$58.7K	0.16%	196
2022 Q3	$973K	Hold	14,585	–	–	0.16%	195
2022 Q2	$1.02M	Sell	14,585 -609	-4%	-$44.1K	0.16%	191
2022 Q1	$1.25M	Buy	15,194 +6,182	+69%	+$465K	0.16%	198
2021 Q4	$648K	Buy	+9,012	New	+$658K	0.07%	258

Other funds holding CP

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Essex Investment Management's CP Position: Q1 2023 in Review

Essex Investment Management sold out of Canadian Pacific Kansas City (CP) in Q1 2023, closing a stake of 13,805 shares — an estimated $1.03M sold.

Essex Investment Management first reported a position in CP in Q4 2021 and held it in 5 quarters. The position peaked at $1.25M in Q1 2022. 838 funds tracked by Wall St. Rank hold CP as of Q1 2023.

Essex Investment Management reported no remaining Canadian Pacific Kansas City position as of Q1 2023 after selling out during the quarter.
Essex Investment Management sold 13,805 Canadian Pacific Kansas City shares in Q1 2023, an estimated $1.03M.
Essex Investment Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 5 quarters.
Essex Investment Management's Canadian Pacific Kansas City position peaked at $1.25M in Q1 2022.
838 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2023.

Based on Essex Investment Management's 13F filing for Q1 2023, filed 4 May 2023.