KCM Investment Advisors’s Canadian Pacific Kansas City CP Stock Holding History

KCM Investment Advisors’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	–	Sell	-4,013	Closed	-$324K	–	370
2023 Q2	$324K	Buy	+4,013	New	+$317K	0.01%	314
2023 Q1	–	Sell	-4,635	Closed	-$346K	–	410
2022 Q4	$346K	Hold	4,635	–	–	0.01%	313
2022 Q3	$309K	Hold	4,635	–	–	0.01%	304
2022 Q2	$324K	Hold	4,635	–	–	0.01%	319
2022 Q1	$383K	Buy	+4,635	New	+$349K	0.01%	326

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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

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

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

KCM Investment Advisors's CP Position: Q3 2023 in Review

KCM Investment Advisors sold out of Canadian Pacific Kansas City (CP) in Q3 2023, closing a stake of 4,013 shares — an estimated $324K sold.

KCM Investment Advisors first reported a position in CP in Q1 2022 and held it in 5 quarters. The position peaked at $383K in Q1 2022. 902 funds tracked by Wall St. Rank hold CP as of Q3 2023.

KCM Investment Advisors reported no remaining Canadian Pacific Kansas City position as of Q3 2023 after selling out during the quarter.
KCM Investment Advisors sold 4,013 Canadian Pacific Kansas City shares in Q3 2023, an estimated $324K.
KCM Investment Advisors first reported a position in Canadian Pacific Kansas City in Q1 2022 and held it in 5 quarters.
KCM Investment Advisors's Canadian Pacific Kansas City position peaked at $383K in Q1 2022.
902 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2023.

Based on KCM Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.