Fulcrum Asset Management’s Canadian Pacific Kansas City CP Stock Holding History

Fulcrum Asset 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
2022 Q1	–	Hold	0	–	–	–	9
2021 Q4	–	Hold	0	–	–	–	57
2021 Q3	–	Hold	0	–	–	–	58
2021 Q2	–	Hold	0	–	–	–	62
2021 Q1	–	Hold	0	–	–	–	33
2020 Q4	–	Hold	0	–	–	–	121
2020 Q3	–	Sell	-13,025	Closed	-$743K	–	1
2020 Q2	$710K	Buy	+13,025	New	+$618K	0.24%	123

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Fulcrum Asset Management's CP Position: Q1 2022 in Review

Fulcrum Asset Management held its Canadian Pacific Kansas City (CP) position steady in Q1 2022 at 0 shares worth $5.92M. The position accounts for 1.72% of the portfolio, ranked #9.

Fulcrum Asset Management first reported a position in CP in Q2 2020 and has held it in 1 quarter since. The position peaked at $710K in Q2 2020. 859 funds tracked by Wall St. Rank hold CP as of Q1 2022.

Fulcrum Asset Management held 0 shares of Canadian Pacific Kansas City worth $5.92M as of Q1 2022.
Fulcrum Asset Management left its Canadian Pacific Kansas City share count unchanged in Q1 2022.
Canadian Pacific Kansas City made up 1.72% of Fulcrum Asset Management's portfolio in Q1 2022, its #9 holding.
Fulcrum Asset Management first reported a position in Canadian Pacific Kansas City in Q2 2020 and has held it in 1 quarter since.
Fulcrum Asset Management's Canadian Pacific Kansas City position peaked at $710K in Q2 2020.
859 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2022.

Based on Fulcrum Asset Management's 13F filing for Q1 2022, filed 10 May 2022.