Simon Quick Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Simon Quick Advisors’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 Q3	–	Sell	-2,857	Closed	-$226K	–	399
2025 Q2	$226K	Sell	2,857 -2,366	-45%	-$182K	0.01%	333
2025 Q1	$367K	Buy	5,223 +1,056	+25%	+$80.3K	0.02%	376
2024 Q4	$302K	Buy	4,167 +1,084	+35%	+$83.5K	0.02%	352
2024 Q3	$264K	Buy	+3,083	New	+$253K	0.02%	349
2024 Q2	–	Sell	-2,437	Closed	-$215K	–	404
2024 Q1	$215K	Buy	+2,437	New	+$205K	0.02%	376
2021 Q3	–	Sell	-782	Closed	-$60K	–	426
2021 Q2	$60K	Buy	782 +2	+0.3%	+$155	0.02%	216
2021 Q1	$59K	Hold	780	–	–	0.02%	221
2020 Q4	$54K	Buy	+780	New	+$50.8K	0.02%	201
2017 Q4	–	Sell	-500	Closed	-$17K	–	465
2017 Q3	$17K	Buy	+500	New	+$15.9K	0.01%	375

Other funds holding CP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return