Zeke Capital Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Zeke Capital 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
2022 Q4	$370K	Sell	4,962 -624	-11%	-$46.9K	0.02%	297
2022 Q3	$374K	Buy	5,586 +500	+10%	+$37.8K	0.03%	264
2022 Q2	$354K	Sell	5,086 -1,145	-18%	-$82.9K	0.02%	279
2022 Q1	$515K	Buy	6,231 +919	+17%	+$69.1K	0.03%	225
2021 Q4	$383K	Buy	+5,312	New	+$388K	0.02%	193

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

ECU

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

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

Zeke Capital Advisors's CP Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Canadian Pacific Kansas City (CP) stake by 11% in Q4 2022, selling an estimated $46.9K and leaving 4,962 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #297.

Zeke Capital Advisors first reported a position in CP in Q4 2021 and has held it in 5 quarters since. The position peaked at $515K in Q1 2022. 909 funds tracked by Wall St. Rank hold CP as of Q4 2022.

Zeke Capital Advisors held 4,962 shares of Canadian Pacific Kansas City worth $370K as of Q4 2022.
Zeke Capital Advisors sold 624 Canadian Pacific Kansas City shares in Q4 2022, an estimated $46.9K.
Canadian Pacific Kansas City made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #297 holding.
Zeke Capital Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 5 quarters since.
Zeke Capital Advisors's Canadian Pacific Kansas City position peaked at $515K in Q1 2022.
909 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.