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

Freedom 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
-15,252
Closed -$1.14M – 710
2022
Q4 		$1.14M Sell
15,252
-157
-1% -$11.8K 0.13% 230
2022
Q3 		$1.03M Buy
+15,409
New +$1.16M 0.12% 241
2021
Q1 		– Sell
-6,090
Closed -$422K – 850
2020
Q4 		$422K Sell
6,090
-1,275
-17% -$83K 0.05% 381
2020
Q3 		$448K Sell
7,365
-1,365
-16% -$77.9K 0.05% 306
2020
Q2 		$446K Sell
8,730
-1,955
-18% -$92.7K 0.05% 301
2020
Q1 		$571K Buy
10,685
+2,715
+34% +$134K 0.05% 307
2019
Q4 		$407K Sell
7,970
-1,280
-14% -$60K 0.04% 391
2019
Q3 		$411K Buy
9,250
+4,755
+106% +$224K 0.04% 411
2019
Q2 		$212K Sell
4,495
-390
-8% -$17.4K 0.02% 622
2019
Q1 		$201K Sell
4,885
-21,370
-81% -$857K 0.02% 628
2018
Q4 		$933K Sell
26,255
-3,785
-13% -$151K 0.07% 276
2018
Q3 		$1.25M Sell
30,040
-11,820
-28% -$473K 0.08% 263
2018
Q2 		$1.53M Buy
41,860
+4,640
+12% +$171K 0.09% 229
2018
Q1 		$1.31M Sell
37,220
-7,775
-17% -$281K 0.07% 289
2017
Q4 		$1.65M Buy
44,995
+14,770
+49% +$515K 0.08% 200
2017
Q3 		$1.02M Buy
+30,225
New +$962K 0.06% 333
2014
Q4 		– Sell
-9,755
Closed -$405K – 593
2014
Q3 		$405K Buy
9,755
+815
+9% +$31.9K 0.07% 272
2014
Q2 		$324K Buy
+8,940
New +$293K 0.05% 322

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

Freedom Investment Management sold out of Canadian Pacific Kansas City (CP) in Q1 2023, closing a stake of 15,252 shares — an estimated $1.14M sold.

Freedom Investment Management first reported a position in CP in Q2 2014 and held it in 18 quarters. The position peaked at $1.65M in Q4 2017. 838 funds tracked by Wall St. Rank hold CP as of Q1 2023.

  • Freedom Investment Management reported no remaining Canadian Pacific Kansas City position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 15,252 Canadian Pacific Kansas City shares in Q1 2023, an estimated $1.14M.
  • Freedom Investment Management first reported a position in Canadian Pacific Kansas City in Q2 2014 and held it in 18 quarters.
  • Freedom Investment Management's Canadian Pacific Kansas City position peaked at $1.65M in Q4 2017.
  • 838 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.