Lake Street Advisors Group’s Canadian Pacific Kansas City CP Stock Holding History

Lake Street Advisors Group’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
2024 Q4	–	Sell	-2,520	Closed	-$216K	–	655
2024 Q3	$216K	Sell	2,520 -346	-12%	-$28.4K	0.01%	540
2024 Q2	$226K	Sell	2,866 -440	-13%	-$35.8K	0.01%	511
2024 Q1	$292K	Sell	3,306 -50	-1%	-$4.2K	0.01%	466
2023 Q4	$266K	Buy	+3,356	New	+$246K	0.01%	476
2018 Q1	–	Sell	-5,565	Closed	-$203K	–	323
2017 Q4	$203K	Buy	+5,565	New	+$194K	0.02%	307

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Lake Street Advisors Group's CP Position: Q4 2024 in Review

Lake Street Advisors Group sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 2,520 shares — an estimated $216K sold.

Lake Street Advisors Group first reported a position in CP in Q4 2017 and held it in 5 quarters. The position peaked at $292K in Q1 2024. 998 funds tracked by Wall St. Rank hold CP as of Q4 2024.

Lake Street Advisors Group reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
Lake Street Advisors Group sold 2,520 Canadian Pacific Kansas City shares in Q4 2024, an estimated $216K.
Lake Street Advisors Group first reported a position in Canadian Pacific Kansas City in Q4 2017 and held it in 5 quarters.
Lake Street Advisors Group's Canadian Pacific Kansas City position peaked at $292K in Q1 2024.
998 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.