Sun Life Financial’s Canadian Pacific Kansas City CP Stock Holding History

Sun Life Financial’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 Q2	–	Sell	-11,638	Closed	-$893K	–	43
2023 Q1	$893K	Hold	11,638	–	–	0.06%	34
2022 Q4	$873K	Sell	11,638 -904	-7%	-$68K	0.07%	33
2022 Q3	$837K	Sell	12,542 -2,817	-18%	-$213K	0.07%	34
2022 Q2	$1.07M	Sell	15,359 -1,294	-8%	-$93.7K	0.08%	33
2022 Q1	$1.37M	Sell	16,653 -2,419	-13%	-$182K	0.06%	36
2021 Q4	$1.37M	Buy	19,072 +10,912	+134%	+$797K	0.05%	39
2021 Q3	$531K	Buy	8,160 +2,522	+45%	+$180K	0.03%	61
2021 Q2	$434K	Buy	+5,638	New	+$437K	0.02%	61

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sun Life Financial's CP Position: Q2 2023 in Review

Sun Life Financial sold out of Canadian Pacific Kansas City (CP) in Q2 2023, closing a stake of 11,638 shares — an estimated $893K sold.

Sun Life Financial first reported a position in CP in Q2 2021 and held it in 8 quarters. The position peaked at $1.37M in Q1 2022. 881 funds tracked by Wall St. Rank hold CP as of Q2 2023.

Sun Life Financial reported no remaining Canadian Pacific Kansas City position as of Q2 2023 after selling out during the quarter.
Sun Life Financial sold 11,638 Canadian Pacific Kansas City shares in Q2 2023, an estimated $893K.
Sun Life Financial first reported a position in Canadian Pacific Kansas City in Q2 2021 and held it in 8 quarters.
Sun Life Financial's Canadian Pacific Kansas City position peaked at $1.37M in Q1 2022.
881 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2023.

Based on Sun Life Financial's 13F filing for Q2 2023, filed 11 Aug 2023.