KI
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Kula Investments’s Canadian Pacific Kansas City CP Stock Holding History

Kula Investments’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 		$411K Sell
5,344
-7,905
-60% -$610K 0.1% 355
2022
Q4 		$988K Buy
+13,249
New +$997K 0.29% 50

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
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

Kula Investments's CP Position: Q1 2023 in Review

Kula Investments reduced its Canadian Pacific Kansas City (CP) stake by 60% in Q1 2023, selling an estimated $610K and leaving 5,344 shares worth $411K. The position accounts for 0.1% of the portfolio, ranked #355.

Kula Investments first reported a position in CP in Q4 2022 and has held it in 2 quarters since. The position peaked at $988K in Q4 2022. 837 funds tracked by Wall St. Rank hold CP as of Q1 2023.

  • Kula Investments held 5,344 shares of Canadian Pacific Kansas City worth $411K as of Q1 2023.
  • Kula Investments sold 7,905 Canadian Pacific Kansas City shares in Q1 2023, an estimated $610K.
  • Canadian Pacific Kansas City made up 0.1% of Kula Investments's portfolio in Q1 2023, its #355 holding.
  • Kula Investments first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Canadian Pacific Kansas City position peaked at $988K in Q4 2022.
  • 837 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.