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

Grandview 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
2023 Q1	–	Sell	-4,349	Closed	-$324K	–	116
2022 Q4	$324K	Sell	4,349 -730	-14%	-$54.9K	0.2%	88
2022 Q3	$339K	Sell	5,079 -1,531	-23%	-$116K	0.22%	83
2022 Q2	$462K	Sell	6,610 -737	-10%	-$53.4K	0.26%	72
2022 Q1	$606K	Sell	7,347 -421	-5%	-$31.7K	0.26%	72
2021 Q4	$559K	Buy	+7,768	New	+$567K	0.22%	80

Other funds holding CP

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Grandview Asset Management's CP Position: Q1 2023 in Review

Grandview Asset Management sold out of Canadian Pacific Kansas City (CP) in Q1 2023, closing a stake of 4,349 shares — an estimated $324K sold.

Grandview Asset Management first reported a position in CP in Q4 2021 and held it in 5 quarters. The position peaked at $606K in Q1 2022. 838 funds tracked by Wall St. Rank hold CP as of Q1 2023.

Grandview Asset Management reported no remaining Canadian Pacific Kansas City position as of Q1 2023 after selling out during the quarter.
Grandview Asset Management sold 4,349 Canadian Pacific Kansas City shares in Q1 2023, an estimated $324K.
Grandview Asset Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 5 quarters.
Grandview Asset Management's Canadian Pacific Kansas City position peaked at $606K in Q1 2022.
838 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2023.

Based on Grandview Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.