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McElhenny Sheffield Capital Management’s Canadian Pacific Kansas City CP Stock Holding History

McElhenny Sheffield Capital Management’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
-30
Closed -$2.24K – 189
2022
Q4 		$2.24K Buy
+30
New +$2.26K ﹤0.01% 487

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Vanguard Group
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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

McElhenny Sheffield Capital Management's CP Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Canadian Pacific Kansas City (CP) in Q1 2023, closing a stake of 30 shares — an estimated $2.24K sold.

McElhenny Sheffield Capital Management first reported a position in CP in Q4 2022 and held it in 1 quarter. The position peaked at $2.24K in Q4 2022. 837 funds tracked by Wall St. Rank hold CP as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Canadian Pacific Kansas City position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 30 Canadian Pacific Kansas City shares in Q1 2023, an estimated $2.24K.
  • McElhenny Sheffield Capital Management first reported a position in Canadian Pacific Kansas City in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Canadian Pacific Kansas City position peaked at $2.24K in Q4 2022.
  • 837 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.