Zimmer Partners’s Canadian Pacific Kansas City CP Stock Holding History

Zimmer 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
2023 Q4	–	Sell	-7,500	Closed	-$558K	–	111
2023 Q3	$558K	Hold	7,500	–	–	0.01%	115
2023 Q2	$606K	Buy	+7,500	New	+$592K	0.01%	105
2022 Q2	–	Sell	-90,500	Closed	-$7.47M	–	101
2022 Q1	$7.47M	Sell	90,500 -47,000	-34%	-$3.54M	0.11%	91
2021 Q4	$9.89M	Buy	+137,500	New	+$10M	0.15%	83

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Zimmer Partners's CP Position: Q4 2023 in Review

Zimmer Partners sold out of Canadian Pacific Kansas City (CP) in Q4 2023, closing a stake of 7,500 shares — an estimated $558K sold.

Zimmer Partners first reported a position in CP in Q4 2021 and held it in 4 quarters. The position peaked at $9.89M in Q4 2021. 946 funds tracked by Wall St. Rank hold CP as of Q4 2023.

Zimmer Partners reported no remaining Canadian Pacific Kansas City position as of Q4 2023 after selling out during the quarter.
Zimmer Partners sold 7,500 Canadian Pacific Kansas City shares in Q4 2023, an estimated $558K.
Zimmer Partners first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 4 quarters.
Zimmer Partners's Canadian Pacific Kansas City position peaked at $9.89M in Q4 2021.
946 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2023.

Based on Zimmer Partners's 13F filing for Q4 2023, filed 14 Feb 2024.