KB Financial Partners’s Canadian Pacific Kansas City CP Stock Holding History

KB Financial Partners’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 Q3	$3.36M	Buy	45,197 +440	+1%	+$34.9K	0.96%	11
2023 Q2	$3.62M	Buy	44,757 +15,770	+54%	+$1.25M	0.99%	10
2023 Q1	$2.23M	Hold	28,987	–	–	0.66%	15
2022 Q4	$2.16M	Buy	28,987 +139	+0.5%	+$10.5K	0.74%	13
2022 Q3	$1.93M	Buy	28,848 +5,455	+23%	+$412K	0.69%	10
2022 Q2	$1.63M	Buy	23,393 +668	+3%	+$48.4K	0.56%	13
2022 Q1	$1.88M	Buy	22,725 +1,329	+6%	+$100K	0.52%	13
2021 Q4	$1.54M	Buy	21,396 +6,809	+47%	+$497K	0.44%	15
2021 Q3	$949K	Buy	14,587 +2,685	+23%	+$191K	0.35%	24
2021 Q2	$915K	Buy	11,902 +1,172	+11%	+$90.8K	0.35%	26
2021 Q1	$814K	Buy	+10,730	New	+$772K	0.35%	28

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

KB Financial Partners's CP Position: Q3 2023 in Review

KB Financial Partners increased its Canadian Pacific Kansas City (CP) stake by 0.98% in Q3 2023, buying an estimated $34.9K and bringing the position to 45,197 shares worth $3.36M. The position accounts for 0.96% of the portfolio, ranked #11.

KB Financial Partners first reported a position in CP in Q1 2021 and has held it in 11 quarters since. The position peaked at $3.62M in Q2 2023. 901 funds tracked by Wall St. Rank hold CP as of Q3 2023.

KB Financial Partners held 45,197 shares of Canadian Pacific Kansas City worth $3.36M as of Q3 2023.
KB Financial Partners bought 440 Canadian Pacific Kansas City shares in Q3 2023, an estimated $34.9K.
Canadian Pacific Kansas City made up 0.96% of KB Financial Partners's portfolio in Q3 2023, its #11 holding.
KB Financial Partners first reported a position in Canadian Pacific Kansas City in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Canadian Pacific Kansas City position peaked at $3.62M in Q2 2023.
901 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.