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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 : 3     View All Holdings Currently Viewing:  Increased 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
   (BMO)1 Year Chart         BMO Bank of Montreal (USA) 6 - $93.19 $5,114,000 52,400 3.81% -21,000 600 0.008    Foreign Money Center ...
   (FTAI)1 Year Chart         FTAI Fortress Transportation & I... 30 - $78.70 $961,000 14,300 0.72% 580,000 6,100 0.014    N/A
   (ATS)1 Year Chart         ATS Ats Ord Shs 32 - $33.65 $811,000 24,100 0.6% 811,000 24,100 0.025    N/A

      3 Records Found
  1    
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