Sarah T. Connolly’s Canadian Pacific Kansas City CP Stock Holding History

Sarah T. Connolly’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 Q4	–	Sell	-3,500	Closed	-$260K	–	24
2023 Q3	$260K	Hold	3,500	–	–	0.17%	81
2023 Q2	$283K	Hold	3,500	–	–	0.17%	82
2023 Q1	$269K	Hold	3,500	–	–	0.17%	86
2022 Q4	$261K	Hold	3,500	–	–	0.18%	89
2022 Q3	$234K	Hold	3,500	–	–	0.17%	90
2022 Q2	$244K	Hold	3,500	–	–	0.17%	88
2022 Q1	$289K	Hold	3,500	–	–	0.17%	86
2021 Q4	$252K	Hold	3,500	–	–	0.14%	89
2021 Q3	$228K	Hold	3,500	–	–	0.19%	91
2021 Q2	$269K	Hold	3,500	–	–	0.22%	84
2021 Q1	$266K	Hold	3,500	–	–	0.24%	83
2020 Q4	$243K	Buy	+3,500	New	+$228K	0.22%	84

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PSCM

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

Sarah T. Connolly's CP Position: Q4 2023 in Review

Sarah T. Connolly sold out of Canadian Pacific Kansas City (CP) in Q4 2023, closing a stake of 3,500 shares — an estimated $260K sold.

Sarah T. Connolly first reported a position in CP in Q4 2020 and held it in 12 quarters. The position peaked at $289K in Q1 2022. 947 funds tracked by Wall St. Rank hold CP as of Q4 2023.

Sarah T. Connolly reported no remaining Canadian Pacific Kansas City position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 3,500 Canadian Pacific Kansas City shares in Q4 2023, an estimated $260K.
Sarah T. Connolly first reported a position in Canadian Pacific Kansas City in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's Canadian Pacific Kansas City position peaked at $289K in Q1 2022.
947 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.