Caldwell Investment Management’s Stantec STN Stock Holding History

Caldwell Investment Management’s Portfolio STN Stock Details STN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.51M	Buy	+17,800	New	+$1.67M	0.59%	32
2025 Q4	–	Sell	-57,900	Closed	-$6.12M	–	34
2025 Q3	$6.12M	Hold	57,900	–	–	4.02%	6
2025 Q2	$6.29M	Buy	57,900 +37,000	+177%	+$3.56M	5.45%	5
2025 Q1	$1.71M	Hold	20,900	–	–	1.27%	15
2024 Q4	$1.64M	Hold	20,900	–	–	1.1%	19
2024 Q3	$1.68M	Hold	20,900	–	–	1.18%	17
2024 Q2	$1.75M	Hold	20,900	–	–	1.32%	15
2024 Q1	$1.73M	Sell	20,900 -77,400	-79%	-$6.36M	1.29%	18
2023 Q4	$7.91M	Sell	98,300 -74,700	-43%	-$5.18M	6.08%	5
2023 Q3	$11.2M	Buy	173,000 +20,900	+14%	+$1.39M	10.91%	3
2023 Q2	$9.75M	Sell	152,100 -5,000	-3%	-$301K	7.38%	5
2023 Q1	$9.18M	Hold	157,100	–	–	9.1%	6
2022 Q4	$7.54M	Buy	+157,100	New	+$7.58M	7.96%	6
2022 Q3	–	Sell	-35,200	Closed	-$1.99M	–	31
2022 Q2	$1.99M	Hold	35,200	–	–	1.99%	10
2022 Q1	$1.78M	Hold	35,200	–	–	1.41%	16
2021 Q4	$1.98M	Buy	+35,200	New	+$1.9M	1.54%	15

Other funds holding STN

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fidelity Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return