Laurie J. Hall Trustee’s Canadian Pacific Kansas City CP Stock Holding History

Laurie J. Hall Trustee’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	-95	Closed	-$7K	–	268
2022 Q4	$7K	Sell	95 -60	-39%	-$4.51K	﹤0.01%	243
2022 Q3	$10K	Sell	155 -75	-33%	-$5.66K	﹤0.01%	247
2022 Q2	$16K	Hold	230	–	–	0.01%	237
2022 Q1	$19K	Hold	230	–	–	0.01%	242
2021 Q4	$17K	Buy	+230	New	+$16.8K	0.01%	252

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Laurie J. Hall Trustee's CP Position: Q1 2023 in Review

Laurie J. Hall Trustee sold out of Canadian Pacific Kansas City (CP) in Q1 2023, closing a stake of 95 shares — an estimated $7K sold.

Laurie J. Hall Trustee first reported a position in CP in Q4 2021 and held it in 5 quarters. The position peaked at $19K in Q1 2022. 837 funds tracked by Wall St. Rank hold CP as of Q1 2023.

Laurie J. Hall Trustee reported no remaining Canadian Pacific Kansas City position as of Q1 2023 after selling out during the quarter.
Laurie J. Hall Trustee sold 95 Canadian Pacific Kansas City shares in Q1 2023, an estimated $7K.
Laurie J. Hall Trustee first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 5 quarters.
Laurie J. Hall Trustee's Canadian Pacific Kansas City position peaked at $19K in Q1 2022.
837 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2023, filed 7 Apr 2023.