FORA Capital’s Canadian Pacific Kansas City CP Stock Holding History

FORA Capital’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
2025 Q2	–	Sell	-49,808	Closed	-$3.5M	–	535
2025 Q1	$3.5M	Buy	49,808 +25,631	+106%	+$1.95M	0.35%	86
2024 Q4	$1.75M	Sell	24,177 -5,611	-19%	-$432K	0.2%	154
2024 Q3	$2.55M	Buy	29,788 +12,445	+72%	+$1.02M	0.3%	99
2024 Q2	$1.37M	Buy	+17,343	New	+$1.41M	0.17%	183
2024 Q1	–	Sell	-41,268	Closed	-$3.26M	–	434
2023 Q4	$3.26M	Buy	41,268 +21,671	+111%	+$1.59M	0.28%	106
2023 Q3	$1.46M	Buy	+19,597	New	+$1.55M	0.13%	192
2023 Q1	–	Sell	-12,918	Closed	-$964K	–	550
2022 Q4	$964K	Sell	12,918 -8,451	-40%	-$636K	0.16%	170
2022 Q3	$1.43M	Buy	+21,369	New	+$1.61M	0.27%	112
2022 Q1	–	Sell	-9,634	Closed	-$693K	–	529
2021 Q4	$693K	Sell	9,634 -29,312	-75%	-$2.14M	0.27%	111
2021 Q3	$2.53M	Buy	+38,946	New	+$2.78M	0.64%	44
2021 Q1	–	Sell	-11,305	Closed	-$784K	–	823
2020 Q4	$784K	Buy	11,305 +5,780	+105%	+$376K	0.12%	191
2020 Q3	$336K	Buy	5,525 +420	+8%	+$24K	0.22%	97
2020 Q2	$261K	Buy	+5,105	New	+$242K	0.09%	290

Other funds holding CP

Royal Bank of Canada

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

TCI Fund Management

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

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

Bank of Montreal

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

WCM Investment Management

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return