Meitav Investment House’s Canadian Pacific Kansas City CP Stock Holding History

Meitav Investment House’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
2021 Q3	–	Sell	-332,270	Closed	-$25.6M	–	411
2021 Q2	$25.6M	Sell	332,270 -44,300	-12%	-$3.43M	0.65%	50
2021 Q1	$28.6M	Buy	376,570 +950	+0.3%	+$68.4K	0.8%	38
2020 Q4	$26.1M	Sell	375,620 -90,200	-19%	-$5.87M	1.02%	39
2020 Q3	$28.4M	Buy	465,820 +148,070	+47%	+$8.45M	1.41%	22
2020 Q2	$16.3M	Buy	+317,750	New	+$15.1M	0.97%	44

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Meitav Investment House's CP Position: Q3 2021 in Review

Meitav Investment House sold out of Canadian Pacific Kansas City (CP) in Q3 2021, closing a stake of 332,270 shares — an estimated $25.6M sold.

Meitav Investment House first reported a position in CP in Q2 2020 and held it in 5 quarters. The position peaked at $28.6M in Q1 2021. 562 funds tracked by Wall St. Rank hold CP as of Q3 2021.

Meitav Investment House reported no remaining Canadian Pacific Kansas City position as of Q3 2021 after selling out during the quarter.
Meitav Investment House sold 332,270 Canadian Pacific Kansas City shares in Q3 2021, an estimated $25.6M.
Meitav Investment House first reported a position in Canadian Pacific Kansas City in Q2 2020 and held it in 5 quarters.
Meitav Investment House's Canadian Pacific Kansas City position peaked at $28.6M in Q1 2021.
562 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2021.

Based on Meitav Investment House's 13F filing for Q3 2021, filed 3 Nov 2021.