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Evercore Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Evercore Wealth 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
2024
Q4 		– Sell
-2,651
Closed -$227K – 422
2024
Q3 		$227K Hold
2,651
– – ﹤0.01% 381
2024
Q2 		$209K Sell
2,651
-73
-3% -$5.94K ﹤0.01% 391
2024
Q1 		$240K Sell
2,724
-925
-25% -$77.6K ﹤0.01% 378
2023
Q4 		$288K Sell
3,649
-100
-3% -$7.32K ﹤0.01% 351
2023
Q3 		$279K Buy
3,749
+73
+2% +$5.79K 0.01% 330
2023
Q2 		$297K Buy
3,676
+1,020
+38% +$80.5K 0.01% 332
2023
Q1 		$204K Buy
+2,656
New +$205K ﹤0.01% 382
2022
Q2 		– Sell
-2,697
Closed -$223K – 401
2022
Q1 		$223K Buy
+2,697
New +$203K ﹤0.01% 401
2021
Q2 		– Sell
-2,640
Closed -$200K – 426
2021
Q1 		$200K Buy
+2,640
New +$190K ﹤0.01% 423
2018
Q1 		– Sell
-2,500
Closed -$91K – 436
2017
Q4 		$91K Hold
2,500
– – ﹤0.01% 481
2017
Q3 		$84K Sell
2,500
-7,000
-74% -$223K ﹤0.01% 493
2017
Q2 		$306K Hold
9,500
– – 0.01% 321
2017
Q1 		$279K Hold
9,500
– – 0.01% 327
2016
Q4 		$271K Buy
9,500
+7,000
+280% +$207K 0.01% 321
2016
Q3 		$76K Sell
2,500
-85
-3% -$2.5K ﹤0.01% 522
2016
Q2 		$67K Hold
2,585
– – ﹤0.01% 523
2016
Q1 		$69K Sell
2,585
-925
-26% -$22.5K ﹤0.01% 512
2015
Q4 		$90K Hold
3,510
– – ﹤0.01% 488
2015
Q3 		$101K Hold
3,510
– – ﹤0.01% 480
2015
Q2 		$113K Hold
3,510
– – 0.01% 502
2015
Q1 		$128K Sell
3,510
-5,000
-59% -$185K 0.01% 492
2014
Q4 		$328K Buy
8,510
+7,500
+743% +$297K 0.02% 304
2014
Q3 		$42K Hold
1,010
– – ﹤0.01% 638
2014
Q2 		$37K Hold
1,010
– – ﹤0.01% 652
2014
Q1 		$31K Sell
1,010
-5,415
-84% -$164K ﹤0.01% 665
2013
Q4 		$194K Buy
6,425
+5,500
+595% +$158K 0.01% 369
2013
Q3 		$23K Buy
+925
New +$22.9K ﹤0.01% 663

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Evercore Wealth Management's CP Position: Q4 2024 in Review

Evercore Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 2,651 shares — an estimated $227K sold.

Evercore Wealth Management first reported a position in CP in Q3 2013 and held it in 27 quarters. The position peaked at $328K in Q4 2014. 999 funds tracked by Wall St. Rank hold CP as of Q4 2024.

  • Evercore Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 2,651 Canadian Pacific Kansas City shares in Q4 2024, an estimated $227K.
  • Evercore Wealth Management first reported a position in Canadian Pacific Kansas City in Q3 2013 and held it in 27 quarters.
  • Evercore Wealth Management's Canadian Pacific Kansas City position peaked at $328K in Q4 2014.
  • 999 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.