Salomon & Ludwin’s Canadian Pacific Kansas City CP Stock Holding History

Salomon & Ludwin’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 Q3	–	Sell	-2,323	Closed	-$183K	–	735
2024 Q2	$183K	Sell	2,323 -1,419	-38%	-$115K	0.02%	155
2024 Q1	$327K	Hold	3,742	–	–	0.03%	150
2023 Q4	$278K	Hold	3,742	–	–	0.03%	153
2023 Q3	$278K	Hold	3,742	–	–	0.03%	153
2023 Q2	$302K	Buy	3,742 +1,100	+42%	+$86.8K	0.03%	144
2023 Q1	$203K	Buy	+2,642	New	+$204K	0.02%	163
2022 Q2	–	Sell	-2,642	Closed	-$218K	–	129
2022 Q1	$218K	Buy	+2,642	New	+$199K	0.03%	117
2020 Q2	–	Sell	-160	Closed	-$7K	–	101
2020 Q1	$7K	Hold	160	–	–	﹤0.01%	179
2019 Q4	$8K	Hold	160	–	–	﹤0.01%	192
2019 Q3	$7K	Hold	160	–	–	﹤0.01%	179
2019 Q2	$8K	Hold	160	–	–	﹤0.01%	171
2019 Q1	$7K	Hold	160	–	–	﹤0.01%	173
2018 Q4	$6K	Buy	+160	New	+$6.4K	﹤0.01%	168

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Salomon & Ludwin's CP Position: Q3 2024 in Review

Salomon & Ludwin sold out of Canadian Pacific Kansas City (CP) in Q3 2024, closing a stake of 2,323 shares — an estimated $183K sold.

Salomon & Ludwin first reported a position in CP in Q4 2018 and held it in 13 quarters. The position peaked at $327K in Q1 2024. 978 funds tracked by Wall St. Rank hold CP as of Q3 2024.

Salomon & Ludwin reported no remaining Canadian Pacific Kansas City position as of Q3 2024 after selling out during the quarter.
Salomon & Ludwin sold 2,323 Canadian Pacific Kansas City shares in Q3 2024, an estimated $183K.
Salomon & Ludwin first reported a position in Canadian Pacific Kansas City in Q4 2018 and held it in 13 quarters.
Salomon & Ludwin's Canadian Pacific Kansas City position peaked at $327K in Q1 2024.
978 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2024.

Based on Salomon & Ludwin's 13F filing for Q3 2024, filed 24 Oct 2024.