Zurich Insurance Group’s Canadian Pacific Kansas City CP Stock Holding History

Zurich Insurance Group’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 Q2	–	Sell	-522,243	Closed	-$46M	–	236
2024 Q1	$46M	Buy	+522,243	New	+$43.8M	0.42%	79
2019 Q2	–	Sell	-59,145	Closed	-$2.44M	–	445
2019 Q1	$2.44M	Buy	59,145 +40,360	+215%	+$1.62M	0.05%	266
2018 Q4	$667K	Sell	18,785 -4,625	-20%	-$185K	0.02%	351
2018 Q3	$990K	Buy	+23,410	New	+$937K	0.02%	372
2018 Q1	–	Sell	-31,200	Closed	-$1.14M	–	523
2017 Q4	$1.14M	Buy	+31,200	New	+$1.09M	0.03%	482

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

PSCM

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Zurich Insurance Group's CP Position: Q2 2024 in Review

Zurich Insurance Group sold out of Canadian Pacific Kansas City (CP) in Q2 2024, closing a stake of 522,243 shares — an estimated $46M sold.

Zurich Insurance Group first reported a position in CP in Q4 2017 and held it in 5 quarters. The position peaked at $46M in Q1 2024. 970 funds tracked by Wall St. Rank hold CP as of Q2 2024.

Zurich Insurance Group reported no remaining Canadian Pacific Kansas City position as of Q2 2024 after selling out during the quarter.
Zurich Insurance Group sold 522,243 Canadian Pacific Kansas City shares in Q2 2024, an estimated $46M.
Zurich Insurance Group first reported a position in Canadian Pacific Kansas City in Q4 2017 and held it in 5 quarters.
Zurich Insurance Group's Canadian Pacific Kansas City position peaked at $46M in Q1 2024.
970 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2024.

Based on Zurich Insurance Group's 13F filing for Q2 2024, filed 14 Aug 2024.