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  Name: Caldwell Investment Management Ltd.
  City: TORONTO
  State: A6
  Zip: M5H 1J9
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $134,357,000
  Total Value Change : $4,259,000
  Securities Held Change : 3
   
All Securities Held : 34
  New Positions : 6
  Closed Positions : 4
  Increased Positions : 3
  Unchanged Positions : 21
  Decreased Positions : 4

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CCJ)1 Year Chart         CCJ Cameco Corporation (USA) 11 - $50.91 $3,354,000 77,500 2.5% -4,205,000 -97,500 0.02    Industrial Metals & M...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 14 - $1,332.80 $2,118,000 1,600 1.58% -8,000 -300 0    Semiconductor- Broad...
   (STN)1 Year Chart         STN Stantec Inc (Old Name : Sta... 18 - $80.92 $1,735,000 20,900 1.29% -6,172,000 -77,400 0.019    Gambling/Resorts
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 21 - $198.77 $1,660,000 8,300 1.24% -294,000 -3,160 0    Domestic Money Center...

      4 Records Found
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