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Evelyn V. Moreno’s Canadian Pacific Kansas City CP Stock Holding History

Evelyn V. Moreno’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 		$449K Hold
5,675
– – 0.21% 82
2023
Q3 		$422K Buy
5,675
+2,850
+101% +$226K 0.09% 86
2023
Q2 		$228K Hold
2,825
– – 0.05% 113
2023
Q1 		$217K Sell
2,825
-321
-10% -$24.8K 0.05% 113
2022
Q4 		$235K Hold
3,146
– – 0.05% 148
2022
Q3 		$210K Hold
3,146
– – 0.09% 138
2022
Q2 		$220K Hold
3,146
– – 0.05% 148
2022
Q1 		$260K Buy
+3,146
New +$237K 0.05% 90

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

Evelyn V. Moreno's CP Position: Q4 2023 in Review

Evelyn V. Moreno held its Canadian Pacific Kansas City (CP) position steady in Q4 2023 at 5,675 shares worth $449K. The position accounts for 0.21% of the portfolio, ranked #82.

Evelyn V. Moreno first reported a position in CP in Q1 2022 and has held it in 8 quarters since. 946 funds tracked by Wall St. Rank hold CP as of Q4 2023.

  • Evelyn V. Moreno held 5,675 shares of Canadian Pacific Kansas City worth $449K as of Q4 2023.
  • Evelyn V. Moreno left its Canadian Pacific Kansas City share count unchanged in Q4 2023.
  • Canadian Pacific Kansas City made up 0.21% of Evelyn V. Moreno's portfolio in Q4 2023, its #82 holding.
  • Evelyn V. Moreno first reported a position in Canadian Pacific Kansas City in Q1 2022 and has held it in 8 quarters since.
  • 946 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.