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Surevest’s Canadian Pacific Kansas City CP Stock Holding History

Surevest’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
2022
Q3 		$1K Hold
8
– – ﹤0.01% 435
2022
Q2 		$1K Hold
8
– – ﹤0.01% 467
2022
Q1 		$1K Hold
8
– – ﹤0.01% 442
2021
Q4 		$1K Buy
+8
New +$584 ﹤0.01% 451

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Surevest's CP Position: Q3 2022 in Review

Surevest held its Canadian Pacific Kansas City (CP) position steady in Q3 2022 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Surevest first reported a position in CP in Q4 2021 and has held it in 4 quarters since. 824 funds tracked by Wall St. Rank hold CP as of Q3 2022.

  • Surevest held 8 shares of Canadian Pacific Kansas City worth $1K as of Q3 2022.
  • Surevest left its Canadian Pacific Kansas City share count unchanged in Q3 2022.
  • Canadian Pacific Kansas City made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #435 holding.
  • Surevest first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 4 quarters since.
  • 824 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.