Sugarloaf Wealth Management’s Canadian National Railway CNI Stock Holding History

Sugarloaf Wealth Management’s Portfolio CNI Stock Details CNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$70.2K	Hold	692	–	–	0.01%	259
2024 Q3	$81.1K	Hold	692	–	–	0.02%	251
2024 Q2	$81.7K	Hold	692	–	–	0.02%	246
2024 Q1	$91.1K	Hold	692	–	–	0.02%	234
2023 Q4	$86.9K	Hold	692	–	–	0.02%	232
2023 Q3	$75K	Hold	692	–	–	0.02%	239
2023 Q2	$83.8K	Hold	692	–	–	0.02%	225
2023 Q1	$81.6K	Hold	692	–	–	0.02%	222
2022 Q4	$82.3K	Hold	692	–	–	0.02%	219
2022 Q3	$75K	Sell	692 -100	-13%	-$11.9K	0.02%	235
2022 Q2	$89K	Buy	+792	New	+$92.6K	0.02%	205
2020 Q3	–	Sell	-692	Closed	-$61K	–	678
2020 Q2	$61K	Sell	692 -764	-52%	-$63.6K	0.02%	206
2020 Q1	$64K	Hold	1,456	–	–	0.03%	190
2019 Q4	$87K	Buy	+1,456	New	+$131K	0.04%	191

Other funds holding CNI

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sugarloaf Wealth Management's CNI Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Canadian National Railway (CNI) position steady in Q4 2024 at 692 shares worth $70.2K. The position accounts for 0.01% of the portfolio, ranked #259.

Sugarloaf Wealth Management first reported a position in CNI in Q4 2019 and has held it in 14 quarters since. The position peaked at $91.1K in Q1 2024. 856 funds tracked by Wall St. Rank hold CNI as of Q4 2024.

Sugarloaf Wealth Management held 692 shares of Canadian National Railway worth $70.2K as of Q4 2024.
Sugarloaf Wealth Management left its Canadian National Railway share count unchanged in Q4 2024.
Canadian National Railway made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #259 holding.
Sugarloaf Wealth Management first reported a position in Canadian National Railway in Q4 2019 and has held it in 14 quarters since.
Sugarloaf Wealth Management's Canadian National Railway position peaked at $91.1K in Q1 2024.
856 funds tracked by Wall St. Rank held Canadian National Railway as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.