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NEOS Investment Management’s Canadian Pacific Kansas City CP Stock Holding History

NEOS Investment 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
2025
Q4 		– Sell
-9,739
Closed -$725K – 654
2025
Q3 		$725K Sell
9,739
-5,005
-34% -$382K 0.01% 553
2025
Q2 		$1.17M Sell
14,744
-2,237
-13% -$172K 0.01% 454
2025
Q1 		$1.19M Buy
16,981
+10,070
+146% +$766K 0.02% 414
2024
Q4 		$500K Buy
6,911
+3,074
+80% +$237K 0.01% 507
2024
Q3 		$328K Buy
3,837
+1,060
+38% +$87.2K 0.01% 533
2024
Q2 		$219K Sell
2,777
-1,073
-28% -$87.3K 0.01% 556
2024
Q1 		$339K Buy
3,850
+154
+4% +$12.9K 0.02% 466
2023
Q4 		$292K Hold
3,696
– – 0.03% 395
2023
Q3 		$275K Buy
+3,696
New +$293K 0.04% 296

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