Sweet Financial Partners’s Canadian Pacific Kansas City CP Stock Holding History

Sweet Financial Partners’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
2024 Q3	$729K	Hold	8,527	–	–	0.16%	102
2024 Q2	$671K	Hold	8,527	–	–	0.15%	100
2024 Q1	$752K	Hold	8,527	–	–	0.17%	92
2023 Q4	$674K	Buy	8,527 +1,910	+29%	+$140K	0.16%	97
2023 Q3	$492K	Buy	6,617 +2,625	+66%	+$208K	0.13%	108
2023 Q2	$322K	Buy	3,992 +60	+2%	+$4.74K	0.08%	137
2023 Q1	$303K	Buy	3,932 +103	+3%	+$7.95K	0.08%	139
2022 Q4	$286K	Hold	3,829	–	–	0.08%	141
2022 Q3	$255K	Hold	3,829	–	–	0.08%	142
2022 Q2	$267K	Buy	+3,829	New	+$277K	0.08%	136

Other funds holding CP

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Sweet Financial Partners's CP Position: Q3 2024 in Review

Sweet Financial Partners held its Canadian Pacific Kansas City (CP) position steady in Q3 2024 at 8,527 shares worth $729K. The position accounts for 0.16% of the portfolio, ranked #102.

Sweet Financial Partners first reported a position in CP in Q2 2022 and has held it in 10 quarters since. The position peaked at $752K in Q1 2024. 979 funds tracked by Wall St. Rank hold CP as of Q3 2024.

Sweet Financial Partners held 8,527 shares of Canadian Pacific Kansas City worth $729K as of Q3 2024.
Sweet Financial Partners left its Canadian Pacific Kansas City share count unchanged in Q3 2024.
Canadian Pacific Kansas City made up 0.16% of Sweet Financial Partners's portfolio in Q3 2024, its #102 holding.
Sweet Financial Partners first reported a position in Canadian Pacific Kansas City in Q2 2022 and has held it in 10 quarters since.
Sweet Financial Partners's Canadian Pacific Kansas City position peaked at $752K in Q1 2024.
979 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.